Shane Thomas Hiller

Employer firm

Sonoma Private Wealth LLC CRD 308547

$158M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• FAMILY OFFICE AND WEALTH PLANNING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 02/2023
  Bank Of America
  San Francisco, CA
• 02/2023 → 10/2023
  Wells Fargo Advisors
  San Francisco, CA
• 10/2023 → 06/2024
  Parallel Advisors, Llc
  San Francisco, CA
• 03/2016 → 02/2023
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  San Francisco, CA
• 08/2024 → 04/2026
  Ameriprise Financial Services, Llc
  San Francisco, CA
• 04/2026 → Present
  Sonoma Private Wealth Llc
  Novato, CA

Previous Registrations

• 2024-09-19 → 2026-04-06
  Ameriprise Financial Services, Llc
  San Francisco, CA
  San Francisco, CA
• 2023-11-13 → 2024-06-27
  Parallel Advisors, Llc
  San Francisco, CA
• 2023-02-14 → 2023-10-19
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 2016-03-30 → 2023-02-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA
  Las Vegas, NV
  Charlotte, NC
• 2014-08-27 → 2016-04-06
  Citigroup Global Markets Inc.
  San Francisco, CA
• 2013-07-26 → 2014-08-15
  Steward Partners Investment Solutions, Llc
  San Francisco, CA
• 2010-06-10 → 2013-07-30
  Citigroup Global Markets Inc.
  San Francisco, CA
• 2010-02-22 → 2010-06-10
  Morgan Stanley
  San Francisco, CA
• 2004-04-26 → 2010-03-03
  Wells Fargo Investments, Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2003-08-15 → 2004-03-15
  Banc Of America Investment Services, Inc.
  San Francisco, CA

Other Businesses

1) Shane Hiller - Real Estate Company; Not investment-related; 26242 Via Corrizo, San Juan Capistrano, CA 92675; Real Estate Sales Person; Real Estate Agent; 04/02/2026; 150 Hours/mo;4Hours/trading. 2) Shane Hiller - Property Management; Not investment-related; 26242 Via Corrizo, San Juan Capistrano, CA 92675; Property Management; Sole Proprietor; 04/02/2026;10Hours/mo; 1 Hours/trading. 3) Shane Hiller - Mortgage/Private Note-referrals; Not investment-related; 26242 Via Corrizo, San Juan Capistrano, CA 92675; Sole Owner; 04/02/2026; 2hours/mo;0 hours/trading.

Exams

• S66 Uniform Combined State Law Examination
  2002-12-13
• S63 Uniform Securities Agent State Law Examination
  1996-06-28

Other Names

• Shane Mendelson
• Shane Thomas Hiller
• Shane T Hiller