Paul
Hill

Professional Financial

CRD#866098
Investment Advisor
in Pittsford, NY

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About this Advisor

Paul Hill is a financial advisor based in Pittsford, New York, working with Professional Financial. Paul has previously held a position at Professional Financial Strategies, Inc. Paul has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Paul is part of Professional Financial, which operates out of Pittsford, New York. The firm has one office and four employees. The firm manages assets totaling $191.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and the publication of newsletters. The fee structure at Professional Financial includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1159 Pittsford-Victor Rd Suite 120
Pittsford, NY 14534-3827

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Professional Financial Brokerage Details

Total Assets Under Management

$191,543,584

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

439

NY Average: 3,892
Average Account Size

$436,318

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Paul Hill Work History

2004 - Present (20 years)

Professional Financial Strategies, Inc

1993 - Present (31 years)

Professional Financial Strategies, Inc

Disclosures

Please visit the SEC profile of Paul 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 Professional Financial

Peter Van Der Voorn
Pittsford, NY
Kam-Lin Hill
Pittsford, NY
Paul Hill
Pittsford, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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