Amy Hamilton

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  St. Petersburg, FL
• 11/2018 → 08/2021
  Royal Alliance Associates, Inc.
  St. Petersburg, FL
• 08/2021 → Present
  Royal Alliance Associates, Inc.
  Rochester, MN

Other Businesses

1. CITY OF ST. PETE POSITION: Bartender NATURE: Municipality INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 1 4th St. N, St. Petersburg FL 33701, United States DESCRIPTION: Part time bartender position only for functions held at two locations 2. Securities Support Unit DBA Securities Support Department POSITION: OSJ Branch Manager Delegate NATURE: LLP INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 140 START DATE: 9/3/2021 ADDRESS: 2770 Commerce Dr NW, Rochester, MN 55901, United States DESCRIPTION: Supervision - OSJ Branch Manager Delegate for Lisa Doherty 3. Collective Financial Group - Securities Support Department POSITION: OSJ Branch Manager Delegate NATURE: Corporation - DBA for branch marketing and services for advisors; INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 9/8/2021 ADDRESS: 2770 Commerce Dr NW, Rochester, MN 55901, United States DESCRIPTION: Supervision - OSJ Branch Manager Delegate for Lisa Doherty 4. ADVISOR'S ADVANTAGE NETWORK (AAN) POSITION: OSJ delegate NATURE: DBA for Securities Support Unit INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/06/2024 ADDRESS: 2770 Commerce Drive NW, Rochester MN 59901, United States DESCRIPTION: Supervision

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-28
• S63 Uniform Securities Agent State Law Examination
  2004-09-17

Other Names

• Amy Jacqueline Hamilton
• Amy Hamilton
• Amy Jacqueline Rountree
• Amy Rountree