RH
RH
Robert Hill
33 Years of Experience
Westport, CT
2 DisclosuresBroker
Robert Hill is a registered investment advisor at Rose Capital Advisors, LLC, based in Westport, CT, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 386 clients with $660M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only
Assets Under Management
$663.6M
Fee Structure
- Financial planning and consulting services are offered at a negotiable hourly rate up to $500/hour or a fixed fee up to $20,000 per quarter, depending on the scope and complexity of the services.
One-Time Plan:Up to $20,000
Hourly Rate:Up to $500/hr
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Location
Westport, CT
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Regulatory History (2)
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Employment Separation After Allegations
May 2025Customer Dispute
January 2001Settled
Employment History
Current Registrations
Rose Capital Advisors, LLC
July 2025 - Present · 9 mos
Saxony Securities, INC.Broker
June 2025 - Present · 10 mos
Saxony Securities, INC.
June 2025 - Present · 10 mos
Previous Registrations
Morgan StanleyBroker
August 2017 - May 2025 · 7 yrs 9 mos
Morgan Stanley
August 2017 - May 2025 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2017 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2017 · 7 yrs 11 mos
Banc of America Investment Services, INC.
November 2008 - October 2009 · 11 mos
Banc of America Investment Services, INC.Broker
November 2008 - October 2009 · 11 mos
Dominick & Dominick LLC
June 2006 - November 2008 · 2 yrs 5 mos
Dominick & Dominick LLCBroker
February 2006 - November 2008 · 2 yrs 9 mos
Trautman Wasserman & Company, INC.Broker
December 2001 - February 2006 · 4 yrs 2 mos
Sands Brothers & CO., LTD.Broker
October 1992 - December 2001 · 9 yrs 2 mos
State Registrations9 states
ALCACTFLNCNYOHSCVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.