Unclaimed Profile

Hillary Dwight

CRITERION CAPITAL MANAGEMENT,LLC·SAN FRANCISCO, California

Clean recordCRITERION CAPITAL MANAGEMENT,LLC

4 EMBARCADERO CENTER, SAN FRANCISCO, CA 94111CRD# 6303610Firm CRD# 120541

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Hillary Dwight · SAN FRANCISCO, CA

Registration

CRD #6303610 · CRITERION CAPITAL MANAGEMENT,LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Hillary Dwight is a registered financial advisor based in SAN FRANCISCO, California, affiliated with CRITERION CAPITAL MANAGEMENT,LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CRITERION CAPITAL MANAGEMENT,LLC

CRITERION CAPITAL MANAGEMENT, LLC

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CRITERION CAPITAL MANAGEMENT,LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6303610

Firm CRD# 120541

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Hillary Dwight offer?

Hillary Dwight specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Hillary Dwight's credentials?

Hillary Dwight is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Hillary Dwight located?

Hillary Dwight is based in SAN FRANCISCO, California, working with CRITERION CAPITAL MANAGEMENT,LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Hillary Dwight charge for services?

Hillary Dwight's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRITERION CAPITAL MANAGEMENT,LLC?

CRITERION CAPITAL MANAGEMENT,LLC has approximately 25 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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