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David Christopher Wise

Hilltop Wealth Advisors, LLC

Chapel Hill, NC

CRD 5677815

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Employer firm

Hilltop Wealth Advisors, LLC CRD 283014

$636M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Hilltop Wealth Advisors, Llc

6340 Quadrangle Drive Suite 100, Chapel Hill, NC 27517 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2016-04-29
  • NC RA
    APPROVED
    Since 2016-04-29

Branch Locations

6340 Quadrangle Drive Suite 100, Chapel Hill, NC 27517 • 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
Hilltop Wealth Advisors, Llc Chapel Hill NC 04/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-08
  • S66 Uniform Combined State Law Examination
    2011-12-08
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
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