Investment Adviser · Securities Broker
Sandra Pulley Hill
32 years in financial services. 0 disclosures. Every regulatory fact on this page comes from the public record please go and check it.
- Years of Experience
- 32
- Registered since 1994
- Disclosures
- 0
- Across her entire career
- State Licenses
- 56
- Broker and adviser registrations
- Series Exams
- Series 63 and Series 66
- Passed 1994 and 2005
About
Clients make better decisions when they understand what they own.
Sandra Pulley Hill has built her career in financial services around a simple idea: clients make better decisions when they understand what they own and why they own it.
By her own account, she is a graduate of Brigham Young University. She joined Fidelity Brokerage Services in 1994 and has been registered there ever since. Her advisory work has run through Fidelity Personal Trust Company, Fidelity Personal and Workplace Advisors, and Strategic Advisers, where she is registered as an Investment Adviser Representative today.
Across her entire career she has never had a single disclosure no complaint, no arbitration, no regulatory action. She would rather you check that yourself than take her word for it.
Registrations & Credentials
On the record
Current registrations
- Strategic Advisers LLCInvestment Adviser · CRD# 104555 · Midway, UTRegistered since March 2025
- Fidelity Brokerage Services LLCBroker · CRD# 7784 · Salt Lake City, UTRegistered since February 1994
Examinations passed
- Series 63Uniform Securities Agent State Law ExaminationPassed February 25, 1994
- Series 66Uniform Combined State Law ExaminationPassed July 18, 2005
Self-regulatory organisations: FINRA, New York Stock Exchange.
Where she is licensed
Securities-licensed in 53 U.S. jurisdictions, and registered as an Investment Adviser Representative in New Mexico, Texas, Utah. Advisory services may also be available in other states under an applicable exemption from registration or notice filing.
Experience
4 firms, 32 years
- Strategic Advisers LLCCurrentInvestment Adviser · Midway, UT2025 — Present
- Fidelity Brokerage Services LLCCurrentBroker · Salt Lake City, UT1994 — Present
- Fidelity Personal and Workplace AdvisorsInvestment Adviser · Salt Lake City, UT2018 — 2025
- Strategic Advisers LLCInvestment Adviser · Salt Lake City, UT2005 — 2018
- Fidelity Personal Trust Company, FSBInvestment Adviser · Salt Lake City, UT2005 — 2007
Services
How she works with clients
Financial Planning
A written plan built around your goals, your timeline, and what you actually want your money to do.
Portfolio Management
Portfolio management for individuals and/or small businesses.
Institutional Portfolios
Portfolio management for investment companies, and for businesses (other than small businesses) or institutional clients.
Selection of Other Advisers
Identifying and vetting outside managers when a specialist is the right answer.
Seminars & Workshops
Educational seminars and workshops.
Services reflect those listed on her firm’s Form ADV.
Verify
Don’t take her word for it
Every regulatory fact on this page comes from the public record and can be checked in about thirty seconds. Her CRD number is 2433097.
Contact
Start a conversation
An initial conversation costs nothing and commits you to nothing. Bring your questions.
Sandra Pulley Hill · CRD# 2433097