Hilary Lynn Kosloske

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2013 → 01/2021
  Bb&T Securities, Llc
  Winston-Salem, NC
• 02/2021 → 12/2022
  Truist Investment Services, Inc.
  Atlanta, GA
• 02/2021 → 12/2022
  Truist Advisory Services, Inc.
  Atlanta, GA
• 12/2022 → Present
  D.A. Davidson & Co.
  Winston-Salem, NC

Previous Registrations

• 2021-02-17 → 2022-12-01
  Truist Advisory Services, Inc.
  Winston-Salem, NC
• 2013-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Winston-Salem, NC
  Richmond, VA
• 2001-12-31 → 2013-01-02
  Scott & Stringfellow, Llc
  Winston-Salem, NC
  Winston-Salem, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-02
• S63 Uniform Securities Agent State Law Examination
  1998-01-08