Christopher
Hill

Heritage Investors Management Corp

CRD#4234339
Investment Advisor
in Bethesda, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Hill is a financial advisor based in Bethesda, Maryland who has 1 year of relevant experience. Hill is an employee of Heritage Investors Management Corp. Their career trajectory has included roles at Highline Wealth Management, Bronfman E.L. Rothschild, Cherry Bekaert Wealth Management, LLC, Capital One Investing LLC and Heritage Investors Management Corporation. Hill has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maryland. Heritage Investors Management Corp is an advisory business that has its headquarters in Bethesda, MD. It controls $3 billion in assets among its 1,389 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 29 charitable organizations. Of its 1,389 customer accounts, 73% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Heritage Investors Management Corp has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fee types charged by Heritage Investors Management Corp likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7101 Wisconsin Avenue Suite 950
Bethesda, MD 20814-4878

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Heritage Investors Management Corp Brokerage Details

Total Assets Under Management

$3,126,801,088

MD Average: $6,889,882,315
Total Number of Employees

16

MD Average: 45
Total Number of Accounts

1,389

MD Average: 765
Average Account Size

$2,251,117

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Christopher Hill Work History

Christopher has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Heritage Investors Management Corporation

2018 - 2022 (4 years)

Cherry Bekaert Wealth Management, LLC

2016 - 2018 (2 years)

Capital One Investing LLC

2015 - 2016 (1 year)

Bronfman E.L. Rothschild

2011 - 2015 (4 years)

Highline Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Hill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Heritage Investors Management Corp

Christopher Hill
Bethesda, MD
Brian Curtin
Bethesda, MD
Laura Mcaree
Bethesda, MD
Andrew Schenker
Bethesda, MD
Kenneth Long
Bethesda, MD
Derek Stone
Bethesda, MD
Michael Cornfeld
Bethesda, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started