Robert Melvin Hiltz

Employer firm

Lewis Financial, LLC CRD 170324

$134M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/2005 → Present
  Lpl Financial Llc (Formerly: Linsco/Private Ledger)
  San Luis Obispo, CA

Previous Registrations

• 1997-12-15 → 2005-10-17
  Ameriprise Financial Services, Llc
  San Luis Obispo, CA

Other Businesses

1. 10/25/2005 - REAL ESTATE PARTNERSHIP (GENERAL PARTNER)- Real Estate Rental - Investment Related 2. 10/25/2005 - Lewis Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 3. 04/03/2024 - Lewis Financial - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/05/2024 - 80 Hours Per Month/ 40 Hours During Trading - I provide investment advisory services through Lewis Financial, an independent investment advisor firm. I started this business activity in 2/2024. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-09-30

Other Names

• Bob Hiltz