Philip Stuart Hammond Jr
CFP®Professional Summary
Philip Stuart Hammond JR, CFP®, who also goes by Phil Stuart Hammond Jr, is a registered financial advisor currently at TRENDCALC DYNAMICS located in Columbus, Ohio and OSAIC WEALTH, INC. located in Columbus, Ohio. Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Philip has worked at 14 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Phil Stuart Hammond Jr
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
TRENDCALC CAPITAL MANAGEMENT LLC | TRENDCALC DYNAMICS
Contact Information
Main Address
21 E. State Street Suite 200, Columbus, OH 43215Phone Number
(614) 300-7390# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
124AUM (Assets Under Management)
$35,100,000Similar Advisors
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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.
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State Registrations and Notice Filings
(6/14/2024)
(6/14/2024)
(11/22/2024)
(6/14/2024)
(6/14/2024)
(6/14/2024)
(11/6/2017)
(6/14/2024)
(6/14/2024)
(6/14/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Philip Stuart Hammond JR's CRS (Customer Relationship Summary).
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