Gerald Edwin Newman

Employer firm

Hamilton Wealth, LLC CRD 289462

$698M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 12/2015 → 09/2017
  Raymond James Financial Services, Inc.
  Encino, CA
• 09/2017 → Present
  Hamilton Wealth, Llc
  Encino, CA

Previous Registrations

• 2016-01-07 → 2017-09-18
  Raymond James Financial Services Advisors, Inc
  Palos Verdes Estates, CA
  Encino, CA
• 2009-07-24 → 2015-12-23
  Truist Investment Services, Inc.
  Tampa, FL
  Tampa, FL
  Zephyrhills, FL
  Dade City, FL
  Pinellas Park, FL
  Pinellas Park, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  Tampa, FL
  St Petersburg, FL
  Clearwater, FL
  St Petersburg, FL
  Tampa, FL
  Tampa, FL
• 2005-12-09 → 2009-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
  Tampa, FL

Other Businesses

1. Licensed Insurance Agent; NIR; 16000 Ventura Blvd., Suite 405, Encino, CA 91436; Insurance; 09/06/18; 8 hours per month devoted to this OBA; Duties include providing insurance quotes, proposals, projections, submit insurance applications to insurance companies;

Exams

• S66 Uniform Combined State Law Examination
  2005-12-07

Designations

• Certified Financial Planner