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Eric Sykes Hill

Investment Adviser Representative at Advice AND Planning Services

Eastampton Township, NJCRD #6718987Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Eric Sykes Hill is an investment adviser representative with Advice and Planning Services in Eastampton Township, NJ, where they have been registered since 2022. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Citizens Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey and Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey, Pennsylvania
Broker:
4 states and territories

Delaware, New Jersey, Pennsylvania, West Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/26/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 1/9/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/19/2016

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Advice AND Planning ServicesCurrent
9/16/2022 – Eastampton Township, NJ
Tiaa-cref Individual & Institutional Services, LLCCurrent
9/15/2022 – Eastampton Township, NJ
Citizens Securities, Inc.
9/10/2021 – 9/12/2022Cherry Hill, NJ
Merrill Lynch, Pierce, Fenner & Smith Incorporated
6/28/2017 – 9/23/2021Pennington, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    May 2017 – Sep 2021Pennington, NJ
  2. David Lerner Associates, Inc.
    Oct 2016 – Apr 2017Lawrenceville, NJ
  3. Bank of America, N.A.
    May 2017 – Sep 2021Pennington, NJ
  4. Citizens Securities, Inc.
    Sep 2021 – Aug 2022Marlton, NJ
  5. TIAA-CREF Individual & Institutional Services, LLC
    Aug 2022 – no end date reportedPhiladelphia, PA
  6. TIAA
    Aug 2022 – no end date reportedPhiladelphia, PA

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Advice AND Planning Services

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other
Firm account minimum
$5,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,648
Offices listed on AdvisorFinder:
26
Main office:
New York, NY
SEC file number:
801-63550

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 6, 2026

View full firm profile

Other advisors at Advice AND Planning Services

Showing 12 of 1,648 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Sykes Hill has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Eric Sykes Hill (Advice AND Planning Services)