Shane Thomas Hiller
Investment adviser representative at Sonoma Private Wealth LLC
10 yearsExperience
1 stateRegistered in
$158.5MFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sonoma Private Wealth LLCApr 2026 to now
- Ameriprise Financial Services, LLCAug 2024 to Apr 2026
- Parallel Advisors, LLCOct 2023 to Jun 2024
- Wells Fargo AdvisorsFeb 2023 to Oct 2023
- Bank of AmericaMar 2016 to Feb 2023
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Mar 2016 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sonoma Private Wealth LLC
$158.5MAssets managed
85Clients
3Advisers
4 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
- 2750791
- Firm CRD
- 308547