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Alexis Correa

Investment adviser representative at Hilltop Securities Asset Management, LLC
12 yearsExperience
2 statesRegistered in
$37.7BFirm assets
34 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. Hilltop Securities Asset Management, LLCApr 2023 to now
  2. Hilltop SecuritiesMay 2022 to now
  3. City of Austin Treasury DepartmentApr 2021 to May 2022
  4. Make-a-wish ArizonaJan 2019 to Apr 2021
  5. The Vanguard Group, Inc.Aug 2018 to Jan 2019
  6. Brandon K Moore CpaFeb 2017 to Mar 2017
  7. Texas State UniveristyMar 2016 to May 2018
  8. Texas State UniversityAug 2014 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2023

State registrations

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

Hilltop Securities Asset Management, LLC

$37.7BAssets managed
60Clients
25Advisers
34 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
6996147
Firm CRD
110760
Advisor's SEC record (opens in a new tab)
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