Susan Marie Hill

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2010 → Present
  Raymond James Financial Services, Inc.
  The Woodlands, TX
• 02/2010 → Present
  Raymond James Financial Services Advisors, Inc.
  The Woodlands, TX
• 08/2013 → 10/2017
  Aventura Retirement Income Partners
  The Woodlands, TX
• 02/2010 → Present
  Aventura Partners, Llc An Independent Firm
  The Woodlands, TX
• 01/2017 → Present
  Aventura Family Office
  The Woodlands, TX

Previous Registrations

• 2005-01-18 → 2010-02-22
  Deutsche Bank Securities Inc.
  Houston, TX
  Houston, TX
• 1995-11-14 → 2005-01-18
  Morgan Stanley Dw Inc.
  Thewoodlands, TX

Other Businesses

(1)Name of Business: Aventura Family Office Address: 25511 Budde Rd Ste 2301, The Woodlands, TX, 77380, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner, President, Financial Advisor (2)Name of Business: Aventura Partners, LLC an Independent Firm Address: 25511 Budde Rd Ste 2301, The Woodlands, TX, 77380, United States Activity Type: Support Company - Owner Position/Title: Officer - President, Officer - Secretary Investment Related: No Start Date: 02/17/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President, Secretary (3)Name of Business: Hill, Susan Address: 25511 Budde Rd Ste 2301, The Woodlands, TX, 77380-2099, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 11/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee for deceased husband's Bypass Trust (4)Name of Business: Pelican Hill Properties, LLC Address: 1503 Sealy Ave, Galveston, TX, 77550, United States Activity Type: Rental Real Estate Position/Title: Officer - President Investment Related: Yes Start Date: 09/03/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rent and pay bills associated with real estate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-04
• S63 Uniform Securities Agent State Law Examination
  1993-11-30

Other Names

• Susan Marie Gould
• Susan Marie Dingle
• Susan Marie Dingle