Allen Stuart Hamilton
ChFC®Professional Summary
Allen Stuart Hamilton, ChFC® is a registered financial advisor currently at LIBERTY SQUARE WEALTH PARTNERS LLC located in Bethlehem, Pennsylvania and PURSHE KAPLAN STERLING INVESTMENTS located in Bethlehem, Pennsylvania. Allen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Allen has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 2, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Investment Management
- Cashflow & Budgeting
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
LIBERTY SQUARE WEALTH PARTNERS LLC
Contact Information
Main Address
1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017Phone Number
(610) 865-5803# of Employees
6SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,668AUM (Assets Under Management)
$567,782,618Similar 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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Primary Firm SEC Registration
LIBERTY SQUARE WEALTH PARTNERS LLC
State Registrations and Notice Filings
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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.
Series 2 — Non-Member General Securities Examination
Passed Jun 1995Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1992About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Allen Stuart Hamilton's CRS (Customer Relationship Summary).
Services Offered by Allen
- Retirement Planning
- Investment Management
- Cashflow & Budgeting
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