Robert Hiltz has been an investment adviser representative at Lewis Financial since May 2014, and is not listed among the firm’s executive officers or direct owners. Robert Hiltz holds a Bachelor of Science in Accounting from Fresno State College.
Lewis Financial, LLC is a San Luis Obispo, CA firm with $134M under management, 255 clients and 3 advisers in one office, as of its February 2026 filing.
Bob Hiltz is Financial Advisor of Lewis Financial, based in San Luis Obispo, CA. He spent over 20 years as a practicing CPA, serving as Managing Partner at Bartlett, Pringle & Wolf CPAs in Santa Barbara until 1994. After stepping back from public accounting, he launched a financial planning practice, which he later merged with Lewis Financial upon relocating to San Luis Obispo in 2003.
Robert Hiltz’s longest registration was 14 years at LPL Financial LLC (2005–2020). Before joining Lewis Financial in 2014, Robert Hiltz was registered through LPL Financial LLC and Ameriprise Financial Services, Inc.
- Lewis Financial, LLCCurrent– present · 12 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 170324
- LPL Financial LLC– · 14 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 6413
- Ameriprise Financial Services, Inc.– · 7 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Robert Hiltz is registered as an investment adviser representative in California, since May 2014.
- CaliforniaSince 28 May 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 30 September 1994 |
| Series 7 | General Securities Representative Examination | 30 September 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Melvin Hiltz
- CRD
- 2536210
- Firm
- Lewis Financial · CRD 170324
- Office
- 3590 Sacramento Drive, Suite 140, San Luis Obispo, CA 93401
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1994
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- lewisfinancialslo.com
Where does Robert Hiltz work?
Robert Hiltz is an investment adviser representative registered through Lewis Financial, LLC since May 2014, and is not listed among the firm’s executive officers or direct owners.
Is Robert Hiltz a financial advisor?
Yes. Robert Hiltz has a current investment-adviser registration in California, through Lewis Financial since May 2014.
How many years of experience does Robert Hiltz have?
Robert Hiltz has 32 years in the financial industry, since October 1994, across 3 adviser firms.
What exams has Robert Hiltz passed?
Robert Hiltz has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in September 1994. FINRA credited Robert Hiltz with the SIE, which began in October 2018.
Where did Robert Hiltz work before Lewis Financial?
Before Lewis Financial, Robert Hiltz was registered through Ameriprise Financial Services, Inc., December 1997 to October 2005.
Where is Robert Hiltz based?
Robert Hiltz’s registered office is in San Luis Obispo, CA.
Is Robert Hiltz registered with FINRA?
Yes. Robert Hiltz has a current broker registration, under CRD 2536210.
Source: FINRA BrokerCheck
How can I verify Robert Hiltz’s record?
Search CRD 2536210 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Hiltz’s full registration record.
