Sofia Pina
Investment adviser representative at Hilltop Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$635.5MFirm assets
10 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Hilltop Wealth Advisors, LLCOct 2025 to now
- M3 RoofingDec 2024 to Oct 2025
- G Financial Group (equitable Advisors)Sep 2024 to Oct 2024
- UnemployedOct 2023 to Sep 2024
- Embassy of Spain In the United StatesJun 2023 to Oct 2023
- StudentOct 2015 to Jun 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Hilltop Wealth Advisors, LLC
$635.5MAssets managed
588Clients
11Advisers
10 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
- 7981311
- Firm CRD
- 283014