Allen S. Hamilton
LIBERTY SQUARE WEALTH PARTNERS LLC | Financial Advisor
BETHLEHEM, PA 18017
Some features on this profile are disabled
CRD#: 2249219
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 Albany, New York.
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.
Question & Answer
What are your service offerings?
Retirement Planning Strategies
Investment Management
Cash Flow Management Strategie...
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.
1. Liberty Square Wealth Partners. Investment Related. At Registered Location. RIA. Co Owner - Managing Partner. Start Date: 08/09/2024. 160 hrs/ month; all during trading hours. Managing Partner - work with clients and prospects providing financial planning and asset management. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 08/09/2024. 1-5hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. PKSF. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 08/09/2024. 1-5hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 4. Lookaway Partners. Not Investment Related. 4219 Upper Mountain Rd Buckingham, PA 18912. Golf Club. Owner. Start Date: 11/27/2015. 0 hrs/ month; none during trading hours. I am an equity owner of the golf club 5. Andalusian LLC. Not Investment Related. At Registered Location. Operating LLC / Support Company. Co-owner. Start Date: 05/28/2021. 1-9 hrs/ month; none during trading hours. My Partner Gerald Camera and I use this LLC to handle our joint business expenses to run our office. 6. Allen S Hamilton Proprietor. Not Investment Related. 5638 Fox Valley Dr Doylestown, PA 18902. Operating LLC / Support Company. Owner. Start Date: 01/01/2015. 1 hr/ month; all during trading hours. Manage Personal Business Expenses 7. ALG3, LLC. Not Investment Related. At Registered Location. Operating LLC / Support Company. Owner. Start Date: 08/28/2024. 5 hrs/ month; all during trading hours. Personal holding company - manage tax situations
CRS (Client Relationship Summary) - RIA
Click below to view Allen Stuart Hamilton's 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®
Experience
Current
August 20, 2024 - Present
LIBERTY SQUARE WEALTH PARTNERS LLC
Office #1: 1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017RIA
CRD#: 332476
BETHLEHEM, PA
Current
August 27, 2024 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 1525 Valley Center Parkway Suite 120, Bethlehem, PA 18017BD
CRD#: 35747
ALBANY, NY
Past
April 8, 2013 - September 30, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Bethlehem, PA
Past
April 5, 2013 - September 30, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Bethlehem, PA
Past
January 1, 2007 - April 16, 2013
RIVERSOURCE DISTRIBUTORS, INC.
BD
CRD#: 139135
MINNEAPOLIS, MN
Past
January 18, 2005 - December 31, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 18, 2005 - January 1, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
September 18, 2002 - January 3, 2005
GLOBAL ATLANTIC DISTRIBUTORS, LLC
BD
CRD#: 8326
HARTFORD, CT
Past
June 27, 2001 - October 17, 2002
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
HARTFORD, CT
Past
September 17, 1999 - May 15, 2001
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
COLUMBUS, OH
Past
August 27, 1998 - July 16, 1999
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
BD
CRD#: 7834
NEW YORK, NY
Past
May 15, 1996 - July 22, 1998
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
HARTFORD, CT
Past
July 2, 1992 - January 16, 1996
FEDERATED SECURITIES CORP.
BD
CRD#: 5009
PITTSBURGH, PA
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".
LS
LIBERTY SQUARE WEALTH PARTNERS LLC
LIBERTY SQUARE WEALTH PARTNERS LLC
CRD#: 332476 / SEC#: 801-130895
RIA
Registered Investment Advisory firm - (8/9/2024 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.RR
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
RR
Alabama(8/27/2024)
RR
Arizona(8/27/2024)
RR
California(8/27/2024)
RR
Colorado(8/27/2024)
RR
Connecticut(8/27/2024)
RR
Delaware(8/27/2024)
RR
District of Columbia(8/27/2024)
RR
Florida(8/27/2024)
RR
Georgia(8/27/2024)
RR
Hawaii(8/27/2024)
RR
Idaho(8/27/2024)
RR
Illinois(8/27/2024)
RR
Indiana(8/27/2024)
RR
Iowa(8/27/2024)
RR
Kentucky(8/27/2024)
RR
Louisiana(8/27/2024)
RR
Maine(8/27/2024)
RR
Maryland(8/27/2024)
RR
Massachusetts(8/27/2024)
RR
Michigan(8/27/2024)
RR
Minnesota(8/27/2024)
RR
Missouri(8/27/2024)
RR
Nebraska(7/29/2025)
RR
Nevada(8/27/2024)
RR
New Hampshire(8/27/2024)
RR
New Jersey(8/27/2024)
RR
New York(8/27/2024)
RR
North Carolina(8/27/2024)
RR
Ohio(8/27/2024)
RR
Oklahoma(8/27/2024)
RR
Oregon(8/27/2024)
IAR
Pennsylvania(8/20/2024)
RR
Pennsylvania(8/27/2024)
RR
South Carolina(8/27/2024)
RR
Tennessee(8/27/2024)
RR
Texas(8/27/2024)
RR
Virginia(8/27/2024)
RR
Washington(8/27/2024)
RR
West Virginia(8/27/2024)
RR
Wisconsin(8/27/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 6/7/1995
Non-Member General Securities ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
LS
LIBERTY SQUARE WEALTH PARTNERS LLC
LIBERTY SQUARE WEALTH PARTNERS LLC
CRD#: 332476 / SEC#: 801-130895
RIA
Registered Investment Advisory firm - (8/9/2024 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
1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017
Mailing Address
Phone number
(610) 865-5803
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,482 |
| AUM (Assets Under Management) | $ 476,000,000 |
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
LIBERTY SQUARE WEALTH PARTNERS LLC
Financial AdvisorCRD#: 332476Bethlehem, PA 18017TRUST BUT VERIFY
Monitor Allen Hamilton
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
