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Andrea Renea Hilderbrand

Investment adviser representative at ST. Clair Financial
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$141.3MFirm assets

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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

25 years in the industry.

  1. St. Clair FinancialNov 2025 to now
  2. Turbo TaxJan 2021 to Jan 2026
  3. St. Clair FinancialMay 2001 to Jan 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

ST. Clair Financial

Legal name: ST. Clair Financial LLC

$141.3MAssets managed
93Clients
2Advisers
1 yearIn 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
2844654
Firm CRD
151251
Advisor's SEC record (opens in a new tab)
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