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JH

John W. Hamilton

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CRD#: 234991
JH

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.

John Wells Hamilton was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1964. John had worked at 7 firms and has passed the Series 63 and PC 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

March 30, 1992 - December 2, 2011

HAMILTON ADVISORS INC

RIA
CRD#: 105342
GREENWICH, CT
Past

June 20, 1989 - September 11, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

September 15, 1981 - June 19, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

February 24, 1978 - September 22, 1981

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

April 4, 1977 - February 24, 1978

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466
Past

May 13, 1975 - September 29, 1977

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

November 11, 1974 - July 13, 1975

CARDINAL TRADING

BD
CRD#: 6657
Past

February 11, 1964 - June 30, 1974

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466

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: 10/1/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 3/2/1982
AMEX Put and Call Exam

Current Firm


HA
HAMILTON ADVISORS INC
HAMILTON ADVISORS INC

CRD#: 105342 / SEC#: 801-16724

RIA
Registered Investment Advisory firm - (6/20/2016 Terminated)
Connecticut
Registered Investment Advisory firm - (6/20/2016 Approved)
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Contact information


Main Address
Greenwich, CT
Mailing Address
Phone number
(203) 629-1112
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts10
AUM (Assets Under Management)$ 47,583,549

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


HAMILTON ADVISORS INC

CRD#: 105342

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