DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Douglas R Hilfiker
Feed of 09/14/2026
Also filed as Douglas Reid Hilfiker
At current firm
5 y
since Jul 31, 2021
In the industry
17 y
since May 15, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Manning & Napier Advisors, LLC mixed wealth currentsince Jul 31, 2021 · Fairport, Ny
- J.P. Morgan Securities LLC wirehouseNov 19, 2009 to May 15, 2012 · Rochester, Ny
- Federated Global Investment Management Corp. asset managerAug 13, 2009 to Dec 9, 2009 · New York, Ny
- Federated Investment Counseling institutionalMay 15, 2009 to Dec 9, 2009 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to Manning & Napier Advisors, LLCleft May 15, 2012, registered Jul 31, 2021 (3364 days) · Wirehouse to independent RIA
- Federated Investment Counseling to Federated Global Investment Management Corp.left Dec 9, 2009, registered Aug 13, 2009 (-118 days) · Other
- Federated Global Investment Management Corp. to J.P. Morgan Securities LLCleft Dec 9, 2009, registered Nov 19, 2009 (-20 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address