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GREAT HILL ADVISORY

PORT WASHINGTON, NY · CRD 283228 · IAPD ↗ · greathilladvisory.com · 516-500-1248

$218.4MRegulatory AUM
2Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
March 2026 — GREAT HILL ADVISORY changed its website from baysidetaxandwealth.com to greathilladvisory.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
March 2026 — GREAT HILL ADVISORY notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2026 — GREAT HILL ADVISORY reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
May 2025 — GREAT HILL ADVISORY now reports custody of client assets ($300,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
April 2025 — GREAT HILL ADVISORY added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — GREAT HILL ADVISORY reported RAUM up 29% ($138.2M -> $178.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
February 2024 — GREAT HILL ADVISORY changed its website from greathilladvisory.com to baysidetaxandwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.