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Member / Principal and Chief Compliance Officer · Hill Island Financial LLC

Joshua Moeller

CRD 6929673 · Named on Form ADV at one SEC-registered adviser

At a glance

Hill Island Financial LLC, an SEC-registered wealth manager based in Grand Rapids, MI with $624 million in regulatory assets, lists Joshua Moeller on its Form ADV as Member / Principal and Chief Compliance Officer, a control person.

Firms and roles

  • Hill Island Financial LLCMember / Principal and Chief Compliance OfficerWealth manager · Grand Rapids, MI · $624M in regulatory assets

AtlasMembers

Joshua’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kevin M. TolerManaging Member / Managing Principal, Hill Island Financial LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.