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Robert Barry Hamilton

Wealthspire Retirement Advisory

Bethesda, MD

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-04-24
  • MD RA
    APPROVED
    Since 2023-04-24

Branch Locations

6903 Rockledge Dr 14Th Floor, Bethesda, MD 20817 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Financial Group Berwyn PA 01/2009 09/2016
Ifg/Russell Advisors, Inc. Berwyn PA 02/2010 09/2016
Triad Advisors, Inc. Norcross GA 05/2014 09/2016
Kestra Investment Services, Llc Bethesda MD 09/2016 03/2023
Kestra Advisory Services, Llc Bethesda MD 09/2016 03/2023
Nfp Retirement, Inc. Aliso Viejo CA 04/2023 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 01/2009 → 09/2016
    American Financial Group
    Berwyn, PA
  • 02/2010 → 09/2016
    Ifg/Russell Advisors, Inc.
    Berwyn, PA
  • 05/2014 → 09/2016
    Triad Advisors, Inc.
    Norcross, GA
  • 09/2016 → 03/2023
    Kestra Investment Services, Llc
    Bethesda, MD
  • 09/2016 → 03/2023
    Kestra Advisory Services, Llc
    Bethesda, MD
  • 04/2023 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
  • 2016-12-16 → 2023-03-28
    Kestra Advisory Services, Llc
    Bethesda, MD
    Austin, TX
  • 2010-02-25 → 2016-09-01
    Ifg Russell Advisors Inc
    Berwyn, PA
  • 2010-11-16 → 2016-09-01
    American Financial Management Group, Ltd.
    Berwyn, PA
  • 2003-04-15 → 2004-06-30
    Wharton Equity Corporation
    Horsham, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-14
S63 Uniform Securities Agent State Law Examination 2003-04-03
  • S65 Uniform Investment Adviser Law Examination
    2003-04-14
  • S63 Uniform Securities Agent State Law Examination
    2003-04-03
Other Names
  • Robert Barry Hamilton

View on SEC IAPD

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BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
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NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

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