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Terri Hilley

Strategic Advisers LLC

Villanova, PA

Fort Washington, PA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Fort Washington, PA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services King Of Prussia PA 08/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → Present
    Fidelity Brokerage Services
    King Of Prussia, PA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Fort Washington, PA
    Villanova, PA
  • 2016-08-30 → 2018-07-13
    Strategic Advisers Llc
    King Of Prussia, PA
  • 2011-02-16 → 2016-08-03
    Usaa Financial Planning Services
    Fort Washington, PA
    Philadelphia, PA
  • 2004-01-01 → 2005-02-16
    Pnc Wealth Management Llc
    Philadelphia, PA
  • 2003-06-09 → 2004-01-01
    J.J.B. Hilliard, W.L. Lyons, Llc
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-18
S65 Uniform Investment Adviser Law Examination 2002-09-25
S63 Uniform Securities Agent State Law Examination 1988-12-12
  • S66 Uniform Combined State Law Examination
    2010-06-18
  • S65 Uniform Investment Adviser Law Examination
    2002-09-25
  • S63 Uniform Securities Agent State Law Examination
    1988-12-12
Designations
Other Names
  • Terri C Hilley
  • Terri Corinne Hilley
  • Terri Corinne Hilley-Battisto
  • Terri Corinne Hilleybattisto

View on SEC IAPD

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Other Investors

FREDERICK P BRODIE
VINESSA RUSSONIELLO
JASON C. SAKS
EDWARD J CHRISTIANO
PRANAV S PATEL
MATTHEW D GIBSON
ERIK R SNYDER
JENNA MARIE MAIDA

Other Offices

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. · VILLANOVA, PA
MP NEXT CAPITAL · VILLANOVA, PA
SENTINEL ASSET MANAGEMENT, LLC · VILLANOVA, PA
J.P. MORGAN SECURITIES LLC · Villanova, PA
TRUIST ADVISORY SERVICES, INC. · WAYNE, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
GREEN DRAKE ADVISORS LLC · BRYN MAWR, PA
PATRIOT FINANCIAL MANAGER, L.P. · RADNOR, PA

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