Robert M. Hamilton
Professional summary
Robert Matthew Hamilton, CFP®, who also goes by Matt Hamilton, is a registered financial advisor currently at HAMILTON CAPITAL located in Columbus, Ohio.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Robert has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Matthew Hamilton's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1986
Experience
December 10, 1999 - Present
HAMILTON CAPITAL
Office #1: 5025 Arlington Centre Boulevard Suite 300, Columbus, OH 43220June 13, 1986 - August 29, 1989
INVESTACORP, INC.
October 23, 1985 - June 20, 1986
VESTAX SECURITIES CORPORATION
July 7, 1983 - November 6, 1985
CARDELL & ASSOCIATES, INCORPORATED
March 22, 1983 - July 27, 1983
FIRST SECURITIES CORPORATION OF COLUMBUS
Primary Firm SEC Registration
HAMILTON CAPITAL
CRD#: 109116 / SEC#: 801-54611
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/10/1999)
(3/26/2004)
Exams
Current Firm
HAMILTON CAPITAL
CRD#: 109116 / SEC#: 801-54611
Contact information
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,076 |
| AUM (Assets Under Management) | $ 4,381,851,944 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 07/28/2023 |
Red Flags
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