Unclaimed Profile

Wesley Robert Pitman

HILLTOP WEALTH ADVISORS, LLC·CHAPEL HILL, North Carolina

SIE, Series 6, Series 6TO, Series 7, Series 7TO, Series 63, Series 99TOClean recordHILLTOP WEALTH ADVISORS, LLC

6340 QUADRANGLE DRIVE, CHAPEL HILL, NC 27517CRD# 5716974Firm CRD# 283014

Profile Verification

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

Identity

Wesley Robert Pitman · CHAPEL HILL, NC

Registration

CRD #5716974 · HILLTOP WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 7TO

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HILLTOP WEALTH ADVISORS, LLC

CRD 283014 · SEC 801-107408

AUM

$433M

Regulatory assets under management

Employees

1,640 client accounts

Services offered by HILLTOP WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HILLTOP WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Wesley Robert Pitman offer?

Wesley Robert Pitman specializes in Financial Planning, Investment Management. Contact their office in CHAPEL HILL, North Carolina for a consultation.

What are Wesley Robert Pitman's credentials?

Wesley Robert Pitman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wesley Robert Pitman located?

Wesley Robert Pitman is based in CHAPEL HILL, North Carolina, working with HILLTOP WEALTH ADVISORS, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.

How does Wesley Robert Pitman charge for services?

Wesley Robert Pitman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HILLTOP WEALTH ADVISORS, LLC?

HILLTOP WEALTH ADVISORS, LLC has approximately 13 employees and manages $433M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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