James Patrick Hidlay
Financial advisor at Washington Avenue Advisors · Lansing, MI
Last updated 2026-10-10
Claim your profileJames Patrick Hidlay is a financial advisor at Washington Avenue Advisors in Lansing, MI, CRD 7249985. Licenses and exams on the registration: Series 65. IAPD registration began 2020-04-18.
Registration
- CRD number
- 7249985
- Registration status
- Active
- IAPD registration
- 2020-04-18
- Industry Experience
- 6 years
- Work Experience
- 24 years
- States registered
- MI
Licenses and exams
- Series 65
Work history
- 2020-04 to 2020-05 · Financialmd, LLC · Lansing, MI
- 2019-01 to 2020-04 · Washington Avenue Advisors, LLC · Lansing, MI
- 2017-01 to 2019-01 · Unemployed · Springport, MI
- 2002-08 to 2017-01 · Techsmith Corporation · Okemos, MI
Current employment
- Washington Avenue Advisors · Lansing, MI
Washington Avenue Advisors
- Regulatory AUM
- $336,947,656
- Registered advisors
- 8
- Offices
- 1
- Clients per advisor
- 86.1 (Moderate)
- Average AUM per client
- $489K (Low)
- High-net-worth client ratio
- 12.0% (Low)
Washington Avenue Advisors: advisors, services and reported ETF investments
About
James Patrick Hidlay is a financial advisor at Washington Avenue Advisors in Lansing, MI. Reported securities licenses include Series 65. The latest record indicates 6 years of industry experience and 24 years of reported work history. Reported roles include Financialmd, LLC, Washington Avenue Advisors, LLC, Unemployed, Techsmith Corporation.
Washington Avenue Advisors' firm-level Form ADV reports 8 advisors across 1 offices; approximately 86.1 clients per advisor, average assets per client of $489,039, and regulatory AUM of $336.9M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Educational Seminars or Workshops, Other Advisory Service.
What this firm offers
Filed by Washington Avenue Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Sponsor or GP of Pooled Investment Vehicl
Location
1146 South Washington Avenue, Lansing, MI 48910
8 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 844-678-1842
- Website: waadvisors.com
Official record
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