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Platform Wealth Advisors CRD 329313
$509M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6510 S. Millrock Dr, Holladay, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
| NJ | RA | APPROVED | 2024-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Mercerville | NJ | 10/2000 | 12/2024 |
| Raymond James Financial Services Advisors, Inc. | Mercerville | NJ | 01/2009 | 12/2024 |
| Hamilton Financial Advisors | Mercerville | NJ | 10/2019 | 12/2024 |
| Platform Wealth Advisors | Mercerville | NJ | 12/2024 | Present |
| Hamilton Mercer Advisors | Mercerville | NJ | 01/2023 | Present |
| Civale, Silvestri, Alfieri, Martin & Higgins, Llc | Mercerville | NJ | 10/1995 | 01/2023 |
Name of Business: Hamilton Mercer Advisors, Address: 1540 Kuser Rd Ste A4, Mercerville, NJ, 08619, Position Held: Principal & CPA, Not Investment Related: Start Date: 01/03/2023 Hours per month devoted to this business: 40, almost all of which are during trading hours: Description of duties: Office supervisor, prepare and review tax returns, financial statements and other public accounting tasks. | Name of Business: Spotswood Enterprise Hook & Ladder Co. Address: 295 Main Street, Spotswood, NJ, 08884, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/01/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Volunteer treasurer in charge of cash receipts and disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-14 |
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