Kevin Gerald Hilsmier
Investment adviser representative at Smartleaf Asset Management LLC
27 yearsExperience
3 statesRegistered in
$6.9BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Smartleaf Asset Management LLCApr 2024 to now
- Sei Investments Dist. Co.Dec 2006 to Apr 2024
- Sei Investments Distribution Co.Feb 1999 to Apr 2024
Exams passed
- Series 66 · Uniform Combined State Law1998
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (MA, PA, TX).
Smartleaf Asset Management LLC
$6.9BAssets managed
26Clients
9Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2016854
- Firm CRD
- 172273