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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-03 |
Branch Locations
101 Sully's Trail, Meadowgate Bldg 20, Pittsford, NY 14534 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Rochester | NY | 01/2004 | 11/2017 |
| Securities America Inc. | Fairport | NY | 10/2017 | 05/2024 |
| Wealthplan Partners, Llc | Omaha | NE | 09/2017 | 05/2024 |
| Private Advisor Group, Llc | Morristown | NJ | 05/2024 | Present |
1.Mr. Hamilton uses Hamilton Wealth Management as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Hamilton is registered at, and is related to his investment services practice. Mr. Hamilton devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Hamilton devotes to activity providing investment services through PAG. 2.Mr. Hamilton holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Hamilton provides. Mr. Hamilton may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Hamilton to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group. 3.Mr. Hamilton is the host of Wall Street to Main Street, which is a local radio show broadcast on WYSL 1040 AM. Mr. Hamilton devotes about 2 hours per month to this activity, outside of securities trading hours. None of the content presented on this show is intended as financial advice for any particular individual.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-23 |
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