Abigail
Wiss

Hill Investment Group

CRD#6666220
Investment Advisor
in Saint Louis, MO

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About this Advisor

Abigail Wiss is a certified financial planner who works out of Saint Louis, Missouri with 2 years of industry experience. Wiss is currently employed by Hill Investment Group. Wiss has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Missouri Columbia, Nerinx Hall High School, Merrill Lynch, One Source Solutions, Boston College, Hill Investment Group, N/A and Hill Investment Group Partners, LLC. Wiss has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri and Texas. Hill Investment Group is a registered investment firm headquartered in Saint Louis, MO. The firm has offices in three locations and a total of 16 financial advisors. It handles $839 million in total assets across its 445 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 445 client accounts, 46% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Hill Investment Group offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fees are based on which services the firm provides the client. Fees billed by Hill Investment Group likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7701 Forsyth Boulevard Suite 350
Saint Louis, MO 63105

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Hill Investment Group Brokerage Details

Total Assets Under Management

$838,909,352

MO Average: $11,469,110,461
Total Number of Employees

16

MO Average: 458
Total Number of Accounts

445

MO Average: 33,415
Average Account Size

$1,885,190

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Other

Abigail Wiss Work History

Abigail has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Hill Investment Group Partners, LLC

2017 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2021 (3 years)

Hill Investment Group

2018 - 2021 (3 years)

Hill Investment Group

2017 - 2018 (1 year)

Merrill Lynch

2016 - 2016 (< 1 year)

Merrill Lynch

2016 - 2017 (1 year)

N/A

2015 - 2015 (< 1 year)

One Source Solutions

2015 - 2016 (1 year)

N/A

2014 - 2017 (3 years)

University Of Missouri Columbia

2013 - 2014 (1 year)

Boston College

2009 - 2013 (4 years)

Nerinx Hall High School

2008 - 2015 (7 years)

N/A

*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 Abigail Wiss 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 Hill Investment Group

Britt Myszka
Brentwood, TN
Julia Humphrey
Saint Louis, MO
John Reagan
Saint Louis, MO
Nell Schiffer
Saint Louis, MO
Patrick Mcdaniel
Saint Louis, MO
Walter Reisinger
Saint Louis, MO
Matthew Zenz
New York, NY
Charles Kafoglis
Saint Louis, MO

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.

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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.

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