Robert
Hilf

Waddell & Reed

CRD#3265902
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Robert Hilf is a certified financial planner located in Pittsburgh, Pennsylvania. Currently a registered investment advisor at Waddell & Reed, Hilf has 19 years of professional experience as a financial advisor. Hilf holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Hilf can act as an advisor in California, New Jersey, Ohio, Connecticut, Indiana, Washington, D.C., Florida, Maine, Maryland, Georgia, Michigan, Pennsylvania, South Carolina, Virginia, Washington and West Virginia. Throughout their career, Hilf has worked at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Forest Hills Borough, Pittsburgh Action Against Rape (Paar) and R. Phillip Hilf And Colleen Tirpak Team. Waddell & Reed is headquartered in Pittsburgh, Pennsylvania, and operates out of 357 other offices across the nation. As a company, Waddell & Reed oversees $22 billion in assets throughout 153,672 accounts and retains more than 2,000 people. The firm's total assets under management makes it one of the biggest firms in the United States. The firm manages 4,082 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Waddell & Reed offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

651 Holiday Drive Ste 200
Pittsburgh, PA 15220

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

PA Average: $2,243,162,756
Total Number of Employees

1,700

PA Average: 44
Total Number of Accounts

169,956

PA Average: 4,091
Average Account Size

$124,780

PA Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Hilf Work History

Robert has 19 years of experience.

2016 - Present (3 years)

R. Phillip Hilf And Colleen Tirpak Team

2014 - Present (5 years)

Pittsburgh Action Against Rape (Paar)

2000 - Present (19 years)

Various Insurance Carriers For W&R Insurance Agencies

1999 - Present (20 years)

Waddell & Reed, Inc

2014 - 2014 (< 1 year)

Forest Hills Borough

Disclosures

Robert Hilf has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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