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Steven Todd Hillstead

Investment Adviser Representative at PRIVATE ADVISORY

Lehi, UTCRD #4285124Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
1 states
Exams Passed
6

Professional summary

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

Steven Todd Hillstead has worked in the securities industry since 2000. They have passed the Series 66, 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in Utah.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Utah
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/2/2010
Series 66
Uniform Combined State Law Examination
Passed 6/20/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 11/4/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/10/2003
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/31/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Private Advisory Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PRIVATE ADVISORYCurrent
2/17/2026Lehi, UT
EDELMAN FINANCIAL ENGINES
11/1/20183/6/2026Salt Lake City, UT
EDELMAN FINANCIAL SERVICES, LLC
8/16/201111/1/2018Salt Lake City, UT
THE INSIGHT GROUP, INC.
6/14/20107/20/2011Salt Lake City, UT
FINANCIAL INSIGHT CENTER
6/8/20107/20/2011Salt Lake City, UT
MML INVESTORS SERVICES, INC.
3/30/200412/31/2004Draper, UT

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Steven Todd Hillstead 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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