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Halley Hill Wealth Management LLC CRD 309507
$17.9M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
915B Main Street, Perry, GA 31069 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halley Hill Wealth Management Llc | Perry | GA | 04/2020 | Present |
| Aggeorgia Farm Credit, Aca | Perry | GA | 02/2016 | 06/2020 |
2021-PRESENT: Insurance Agent / Insurance Related / Perry, GA / Independent Insurance Agent / Provide insurance products and services via unaffiliated issuers as an independent agent / Involves up to 5% of time per month, including during traditional business hours. 7/12/2021-PRESENT: Part Owner / Route 2 Holdings LLC / Owns and manages residential rental property / Involves up to 10 hours of time per month, including during traditional business hours. 12/18/2024-PRESENT: Expert witness for legal cases / Involves an average of 10 hours of time per week during an active engagement, including during traditional business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-30 |
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