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RIA / WealthAdvisor25 years in industry

STEVEN TODD HILLSTEAD

Advisor at PRIVATE ADVISORY

REDMOND, WA | Lehi, UT

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Search this name across graphsid dfx:ria:ad9c956d-0210-0633-1a33-e6f287b0e228

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIVATE ADVISORY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 4, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63|S66
First exam: Nov 4, 2000
First registration: Mar 30, 2004
Dual registered: no
IAPD individual key: 4285124

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIVATE ADVISORY	Independent wealth	Feb 17, 2026	n/a	yes	REDMOND, WA\|Lehi, UT	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	Mar 6, 2026	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Aug 16, 2011	Nov 1, 2018	no	FAIRFAX, VA\|SALT LAKE CITY, UT	Previous registration
THE INSIGHT GROUP, INC.	Former SEC adviser	Jun 14, 2010	Jul 20, 2011	no	n/a	Previous registration
FINANCIAL INSIGHT CENTER	Former SEC adviser	Jun 8, 2010	Jul 20, 2011	no	SALT LAKE CITY, UT	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 30, 2004	Dec 31, 2004	no	DRAPER, UT\|SALT LAKE CITY, UT\|SANDY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL ENGINES	PRIVATE ADVISORY	Mar 6, 2026	Feb 17, 2026	-17	Firm change	RIA to RIA
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
THE INSIGHT GROUP, INC.	EDELMAN FINANCIAL SERVICES, LLC	Jul 20, 2011	Aug 16, 2011	27	Firm change	Other
FINANCIAL INSIGHT CENTER	THE INSIGHT GROUP, INC.	Jul 20, 2011	Jun 14, 2010	-401	Firm change after gap	Other
MML INVESTORS SERVICES, LLC	FINANCIAL INSIGHT CENTER	Dec 31, 2004	Jun 8, 2010	1,985	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104510:170043:UT:2026-02-20	Mar 6, 2026	Feb 17, 2026	SALT LAKE CITY, UT	Firm change

Relationships

Registered with (6)

→ PRIVATE ADVISORYRegistered adviserregistration: current employment
Feb 17, 2026 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 1, 2018 to Mar 6, 2026factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 16, 2011 to Nov 1, 2018factForm ADV
→ THE INSIGHT GROUP, INC.Registered adviserregistration: previous registration
Jun 14, 2010 to Jul 20, 2011factForm ADV
→ FINANCIAL INSIGHT CENTERRegistered adviserregistration: previous registration
Jun 8, 2010 to Jul 20, 2011factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 30, 2004 to Dec 31, 2004factForm ADV

Dated events

Occurred
Mar 6, 2026
Advisor changed firm
Steven Todd Hillstead left Edelman Financial Engines for Private Advisory (registered 2026-02-17)
Form ADVobserved 6 days ago