Melvin E. Hamilton

CHANDLER ASSET MANAGEMENT

Lake Mary, FL 32746

Some features on this profile are disabled

CRD#: 1369673

Professional summary

Melvin Eugene Hamilton is a registered financial advisor currently at CHANDLER ASSET MANAGEMENT INC located in Lake Mary, Florida and CHANDLER DISTRIBUTION SERVICES, LLC located in San Diego, California.

Melvin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Melvin has worked at 9 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, SIE, Series 7, Series 8, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Chandler Distribution Services LLC ("Chandler"); investment-related; "9255 Towne Centre Suite 600 San Diego, CA 92121"; Chandler serves as a marketing and distribution agent to certain investment pools to which Chandler Asset Management, Inc. is a portfolio manager; registered representative; start date 10/2024; approximately 1-2 hours a month, which may occur during trading hours. 07/2014 to present: Chandler Asset Management, Clearwater, FL; Senior Vice President. Duties - Business development and relationship management; 40 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melvin Eugene Hamilton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

January 26, 2015 - Present

CHANDLER ASSET MANAGEMENT INC

Office #1: 801 International Parkway Suite 500, Lake Mary, FL 32746

RIA

CRD#: 107287

Lake Mary, FL

Current

February 6, 2025 - Present

CHANDLER DISTRIBUTION SERVICES, LLC

Office #1: 9255 Towne Centre Drive, Suite 600, San Diego, CA 92121Office #2: 9255 Towne Centre Drive Suite 600, San Diego, CA 92121

CRD#: 331780

SAN DIEGO, CA

Past

February 21, 2013 - July 12, 2014

D.A. DAVIDSON & CO.

RIA

CRD#: 199

winter park, FL

Past

December 3, 2012 - July 12, 2014

D.A. DAVIDSON & CO.

CRD#: 199

winter park, FL

Past

July 31, 2012 - December 19, 2013

HILLTOP SECURITIES ASSET MANAGEMENT, LLC

RIA

CRD#: 110760

DALLAS, TX

Past

July 13, 2012 - November 26, 2012

FIRST SOUTHWEST COMPANY, LLC

CRD#: 316

ORLANDO, FL

Past

May 29, 2008 - January 20, 2012

PFM FUND DISTRIBUTORS, INC.

CRD#: 114474

ORLANDO, FL

Past

August 22, 2007 - May 16, 2008

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ORLANDO, FL

Past

January 2, 1998 - December 1, 2000

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

October 24, 1994 - January 2, 1998

SUNTRUST CAPITAL MARKETS, INC.

CRD#: 36888

ATLANTA, GA

Past

October 16, 1986 - October 24, 1994

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHANDLER ASSET MANAGEMENT INC

CHANDLER ASSET MANAGEMENT INC | N/A

CRD#: 107287 / SEC#: 801-44378

RIA

Registered Investment Advisory firm - (7/22/1993 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(1/26/2015)

IAR

Florida
(4/17/2015)

Florida
(3/18/2025)

IAR

Texas
(11/6/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/24/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/19/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/26/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/14/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/3/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 12/31/1997

General Securities Sales Supervisor Examination (Options Module & General Module)

Principal/Supervisory Exam

Series 53

Date: 6/29/1993

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 2/26/1988

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CHANDLER ASSET MANAGEMENT INC

CHANDLER ASSET MANAGEMENT INC | N/A

CRD#: 107287 / SEC#: 801-44378

RIA

Registered Investment Advisory firm - (7/22/1993 Approved)

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

9255 Towne Centre Drive Suite 600, San Diego, CA 92121

Mailing Address

Phone number

(858) 546-3737

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHANDLER ADV PART 2 2025SEP08 (9/8/2025)

Regulatory assets under management

Total Number of Accounts	1,049
AUM (Assets Under Management)	$ 41,582,938,832

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.

Similar Advisors

Jacob Kersey

CHOREO, LLC

IAR

Mishawaka, IN

Cecilio Miranda

KEY INVESTMENT SERVICES LLC

Amsterdam, NY

Heather Scearce

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Seattle, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Melvin E. Hamilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melvin Eugene Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHANDLER DISTRIBUTION SERVICES, LLC

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

HILLTOP SECURITIES ASSET MANAGEMENT, LLC

FIRST SOUTHWEST COMPANY, LLC

PFM FUND DISTRIBUTORS, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST SECURITIES, INC.

SUNTRUST CAPITAL MARKETS, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

CHANDLER ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/24/2025

Series 65

Date: 2/19/2015

Series 66

Date: 7/26/2012

Series 7TO

Date: 11/14/2024

SIE

Date: 10/3/2024

Series 7

Date: 8/21/2007

Series 8

Date: 12/31/1997

Series 53

Date: 6/29/1993

Series 24

Date: 2/26/1988

FINRA

Current Firm

CHANDLER ASSET MANAGEMENT INC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHANDLER ASSET MANAGEMENT INC

TRUST BUT VERIFY

Similar Advisors