CEO, President · Professional Financial
Paul B. Hill
CRD 866098 · Named on Form ADV at one SEC-registered adviser
At a glance
Professional Financial, an SEC-registered wealth manager based in Pittsford, NY with $226 million in regulatory assets, lists Paul B. Hill on its Form ADV as CEO, President, a control person.
Firms and roles
- Professional FinancialCEO, PresidentWealth manager · Pittsford, NY · $226M in regulatory assets
AtlasMembers
Paul’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Kam-Lin KokVice President, Professional Financial
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.