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Fred Cregan Hill

Vsm Wealth Advisory, LLC

Hunt Valley, MD

CRD 5483393

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Employer firm

Vsm Wealth Advisory, LLC CRD 313717

$678M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Vsm Wealth Advisory, Llc

11350 Mccormick Road Executive Plaza I, Suite 300, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-06-16
  • MD RA
    APPROVED
    Since 2021-06-16

Branch Locations

11350 Mccormick Road Executive Plaza I, Suite 300, Hunt Valley, MD 21031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Towson MD 07/2015 01/2017
Ubs Bank Usa Hunt Valley MD 01/2017 08/2018
Ubs Financial Services Hunt Valley MD 01/2017 08/2018
Pnc Financial Services Baltimore MD 09/2018 02/2021
Van Sant & Mewshaw, Inc Hunt Valley MD 03/2021 Present
  • 07/2015 → 01/2017
    Fidelity Investments
    Towson, MD
  • 01/2017 → 08/2018
    Ubs Bank Usa
    Hunt Valley, MD
  • 01/2017 → 08/2018
    Ubs Financial Services
    Hunt Valley, MD
  • 09/2018 → 02/2021
    Pnc Financial Services
    Baltimore, MD
  • 03/2021 → Present
    Van Sant & Mewshaw, Inc
    Hunt Valley, MD
Previous Registrations
  • 2021-03-24 → 2021-07-20
    Vansant Mewshaw
    Hunt Valley, MD
  • 2017-02-28 → 2018-09-05
    Hunt Valley, MD
    Weehawken, NJ
  • 2013-06-06 → 2015-06-29
    Baltimore, MD
    Westminster, MD
    Lutherville, MD
    Baltimore, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-05
  • S66 Uniform Combined State Law Examination
    2013-06-05
Other Names
  • Fred C Hill
  • Creg Hill
  • Fred Cregan Hill
  • Fred Cregan Hill
  • Fred C Hill

View on SEC IAPD

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