Elizabeth Sullivan Hilman
Investment adviser representative at Macdougall Financial Counseling
12 yearsExperience
2 statesRegistered in
$424.8MFirm assets
37 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Macdougall Financial CounselingJun 2026 to now
- Goldman SachsJul 2024 to Apr 2026
- Barclays Capital IncJul 2018 to Jul 2025
- University of RichmondAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (MA, PA).
Macdougall Financial Counseling
$424.8MAssets managed
124Clients
4Advisers
37 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
- 6812407
- Firm CRD
- 104644