James Patrick Hidlay
Investment adviser representative at Washington Avenue Advisors
18 yearsExperience
1 stateRegistered in
$336.9MFirm assets
6 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Washington Avenue AdvisorsJan 2025 to now
- Financialmd, LLCApr 2020 to May 2020
- Washington Avenue Advisors, LLCJan 2019 to Apr 2020
- UnemployedJan 2017 to Jan 2019
- Techsmith CorporationAug 2002 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Washington Avenue Advisors
Legal name: Washington Avenue Advisors, LLC
$336.9MAssets managed
689Clients
8Advisers
6 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
- 7249985
- Firm CRD
- 307002