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Benjamin Yeager

Managing Member at Hilltop Wealth Advisors in Chapel Hill, NC

Investment adviser registrationUpdated

Benjamin Yeager is Managing Member of Hilltop Wealth Advisors, LLC, an investment adviser managing $636M, and works from its Chapel Hill, NC office. Benjamin Yeager has been registered as an investment adviser representative through Hilltop Wealth Advisors since 29 April 2016, has 24 years in the industry across 2 firms and has passed the Series 7 and Series 66.

24
Years in industry
10
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Benjamin Yeager has been Managing Member of Hilltop Wealth Advisors since April 2016, is a control person of the firm and directly owns between 25% and 50% of it.

Hilltop Wealth Advisors, LLC is a Chapel Hill, NC firm with $636M under management, 588 clients and 11 advisers in one office, as of its September 2026 filing.

Benjamin Yeager’s longest registration was 14 years at Ameriprise Financial Services, Inc. (2002–2016). Before joining Hilltop Wealth Advisors in 2016, Benjamin Yeager was registered through Ameriprise Financial Services, Inc.

  1. – present · 10 years
    Chapel Hill, NC · Adviser representative · Firm CRD 283014
  2. Ameriprise Financial Services, Inc.
    – · 14 years
    Chapel Hill, NC · Adviser representative · Firm CRD 6363

Credentials and registrations

Investment adviser representative registrations

Benjamin Yeager is registered as an investment adviser representative in 2 states. Each was approved in April 2016.

  • North CarolinaSince 29 April 2016
  • TexasSince 29 April 2016

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6614 January 2002
Name
Uniform Combined State Law Examination
Series 75 December 2001
Name
General Securities Representative Examination

Key facts

Full name
Benjamin Richard Yeager
CRD
4456729
Firm
Hilltop Wealth Advisors · CRD 283014
Role
Managing Member
Office
6340 QUADRANGLE DRIVE, SUITE 100, Chapel Hill, NC 27517
Registration
Investment adviser registration
In the industry since
March 2002
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Benjamin Yeager work?

Benjamin Yeager has been Managing Member of Hilltop Wealth Advisors, LLC since April 2016, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 17 September 2026

Is Benjamin Yeager a financial advisor?

Yes. Benjamin Yeager has a current investment-adviser registration in North Carolina and Texas, through Hilltop Wealth Advisors since April 2016.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Benjamin Yeager have?

Benjamin Yeager has 24 years in the financial industry, since March 2002, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Benjamin Yeager passed?

Benjamin Yeager has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2001. FINRA credited Benjamin Yeager with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Benjamin Yeager based?

Benjamin Yeager’s registered office is in Chapel Hill, NC.

Source: IAPD individual record, checked 22 October 2026

Is Benjamin Yeager registered with FINRA?

No. Benjamin Yeager has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Benjamin Yeager’s record?

Search CRD 4456729 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Yeager’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Hilltop Wealth Advisors

Sources

  1. IAPD individual record, CRD 4456729, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Hilltop Wealth Advisors, LLC, filed 17 September 2026. Title, control and ownership bands.