Matthew Hill (CRD# 1995619) is an Investment Advisor Representative working at Optimum Financial LLC in Wethersfield, CT and has over 29 years of experience in the finance industry.
CRD# 1654
Janney Montgomery Scott LLC
CRD# 2184176
Agemy Wealth Advisors, LLC
CRD# 5744683
Agemy Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optimum Financial LLC | Wethersfield, CT | Mar 2024 - Current | < 1 |
| Matthew Hill Cpa | Wethersfield, CT | Jul 1999 - Current | 24 |
| Planmember Securities Corporation | Carpinteria, CA | Dec 2011 - Mar 2024 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1995 |
| S65 | NASAA Investment Advisors Law Examination | May 2000 |
- CT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT
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