Mitchell Philip Hamer

Employer firm

Stratos Wealth Advisors LLC CRD 283816

$5.57B regulatory AUM 17 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

• 06/2014 → 03/2019
  Sunset Partners Capital Management, Llc
  Northbrook, IL
• 04/2016 → 03/2019
  Asset Management Group Ltd
  Northbrook, IL
• 06/2019 → 11/2020
  Kovitz Securities, Llc
  Chicago, IL
• 03/2019 → 05/2024
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 01/2021 → 03/2021
  Foreside Financial Services, Llc
  Chicago, IL
• 05/2024 → Present
  Stratos Wealth Advisors, Llc
  Deerfield, IL

Previous Registrations

• 2019-04-16 → 2024-05-07
  Northcoast Asset Management Llc
  Stamford, CT
• 2016-03-18 → 2019-04-12
  Asset Management Group Ltd
  Northbrook, IL
• 2014-06-05 → 2016-10-26
  Sunset Partners Capital Management, Llc
  Northbrook, IL

Other Businesses

1) Fixed insurance. - inv related. Agent. Sales and service of fixed insurance products. 2) Intersectling Wealth, LLC. investment Related. Registered Investment Advisor DBA. Managing Member. Start date 5/6/2024. 160 hours/month; 130 hours/month during securities trading hours. Wealth Management services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-31

Designations

• Certified Financial Planner

Other Names

• Mitchell Philip Hamer
• Mitchell P Hamer