AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
HK

Harry L. Kamataris

Some features on this profile are disabled
CRD#: 1197899
HK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Harry Louis Kamataris was a registered financial professional .

Harry is a previously registered financial professional and started their career in finance in 1984. Harry had worked at 19 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6, Series 31 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 30, 2020 - January 21, 2021

HERCULES INVESTMENTS

RIA
CRD#: 304719
LOS ANGELES, CA
Past

March 9, 2020 - March 10, 2020

SUPREME ALLIANCE LLC

RIA
CRD#: 45348
Palm Beach Gardens, FL
Past

March 4, 2020 - March 10, 2020

SUPREME ALLIANCE LLC

BD
CRD#: 45348
CHARLOTTE, NC
Past

February 19, 2020 - March 3, 2020

MCCLOSKEY & ASSOCIATES, P.A.

RIA
CRD#: 142883
MELBOURNE, FL
Past

April 6, 2018 - December 31, 2019

CLARAPHI ADVISORY NETWORK, LLC

RIA
CRD#: 165868
Palm Beach Gardens, FL
Past

December 22, 2015 - March 28, 2018

WESTERN INTERNATIONAL SECURITIES, INC.

RIA
CRD#: 39262
Carmel, CA
Past

December 21, 2015 - March 28, 2018

WESTERN INTERNATIONAL SECURITIES, INC.

BD
CRD#: 39262
Carmel, CA
Past

September 30, 2014 - December 22, 2015

PORTSMOUTH FINANCIAL SERVICES

RIA
CRD#: 13980
monterey, CA
Past

August 30, 2013 - December 22, 2015

PORTSMOUTH FINANCIAL SERVICES

BD
CRD#: 13980
monterey, CA
Past

May 10, 2012 - September 5, 2013

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
MONTERREY, CA
Past

April 2, 2012 - September 5, 2013

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
MONTEREY, CA
Past

October 24, 2011 - March 21, 2012

LIFESMART WEALTH MANAGEMENT, LLC

RIA
CRD#: 141105
JUPITER, FL
Past

April 25, 2008 - July 28, 2010

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
WELLINGTON, FL
Past

September 18, 2002 - February 13, 2004

NEW ENGLAND SECURITIES

RIA
CRD#: 615
TAMPA, FL
Past

August 7, 2002 - February 13, 2004

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

May 22, 2001 - August 16, 2002

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

March 29, 1999 - June 7, 1999

AMEREST SECURITIES, INC.

BD
CRD#: 40201
DALLAS, TX
Past

July 18, 1997 - June 3, 1998

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

November 13, 1996 - April 30, 1997

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

August 3, 1995 - September 27, 1996

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

December 15, 1994 - June 14, 1995

AEGON USA SECURITIES INC.

BD
CRD#: 13302
CEDAR RAPIDS, IA
Past

July 26, 1993 - December 1, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

November 27, 1992 - June 17, 1993

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

May 6, 1991 - September 23, 1992

BROOKLIGHT PLACE SECURITIES, INC.

BD
CRD#: 15764
FOUNTAIN HILLS, AZ
Past

December 7, 1989 - May 17, 1991

CARILLON INVESTMENTS, INC.

BD
CRD#: 14646
CINCINNATI, OH
Past

March 30, 1989 - December 13, 1989

BROOKLIGHT PLACE SECURITIES, INC.

BD
CRD#: 15764
FOUNTAIN HILLS, AZ
Past

April 16, 1984 - April 19, 1989

NEW ENGLAND SECURITIES

BD
CRD#: 615

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/29/2012
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 9/17/1997
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


HI
HERCULES INVESTMENTS
HERCULES INVESTMENTS | HERCULES INVESTMENTS LLC

CRD#: 304719 / SEC#: 801-119829

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
633 West 5th St Suite 6770, Los Angeles, CA 90071
Mailing Address
Phone number
(800) 729-0417
Established
Firm type
Fiscal year end
# of Employees
10

Documents


Latest Form ADV

Part 2 Brochures

Regulatory assets under management


Total Number of Accounts144
AUM (Assets Under Management)$ 33,200,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HERCULES INVESTMENTS

CRD#: 304719

TRUST BUT VERIFY

Monitor Harry Kamataris

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics