HK
Hamilton R. Krans
TRUIST ADVISORY SERVICES
ATLANTA, GA 30326
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CRD#: 2935421
HK
Professional summary
Hamilton Richey Krans III is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.
Hamilton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Hamilton has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 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.
POSITION: co owner NATURE: Raise chickens for sale to wholesale supplier INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2016 ADDRESS: , Royston GA DESCRIPTION: provide capital to purchase and operate chicken farm HAAT LLC POSITION: Vice President NATURE: Rental propoerty - multi family housing - duplex INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: , Atlanta GA , United States DESCRIPTION: my wife would be an investor in the property. Her business partner is the controlling partner.
CRS (Client Relationship Summary) - RIA
Click below to view Hamilton Richey Krans III'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®
NoneExperience
Current
August 30, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326RIA
CRD#: 283390
ATLANTA, GA
Current
December 2, 2010 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326BD
CRD#: 17499
ATLANTA, GA
Past
December 13, 2010 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ATLANTA, GA
Past
January 1, 2008 - November 30, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ATLANTA, GA
Past
January 1, 2008 - November 30, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ATLANTA, GA
Past
November 20, 2003 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
ATLANTA, GA
Past
November 20, 2002 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ATLANTA, GA
Past
February 13, 1998 - November 22, 2002
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
September 9, 1997 - February 4, 1998
ALEXANDER, WESCOTT, & CO., INC.
BD
CRD#: 35935
UTICA, NY
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 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(1/27/2012)
RR
Arkansas(5/20/2021)
RR
Connecticut(12/8/2010)
RR
Florida(12/16/2010)
RR
Georgia(12/15/2010)
IAR
Georgia(8/30/2016)
RR
Illinois(8/19/2014)
RR
Indiana(12/20/2018)
RR
Kansas(3/22/2024)
RR
Louisiana(10/9/2017)
IAR
Louisiana(11/14/2017)
RR
Maine(3/2/2021)
RR
Massachusetts(5/30/2014)
RR
Michigan(1/21/2014)
RR
Mississippi(1/13/2020)
RR
Missouri(1/29/2019)
RR
Nebraska(4/14/2016)
RR
New Hampshire(12/8/2010)
RR
New Jersey(9/10/2014)
RR
New Mexico(8/10/2016)
RR
New York(8/18/2015)
RR
North Carolina(7/19/2011)
RR
Ohio(12/8/2010)
RR
South Carolina(6/26/2015)
RR
Tennessee(3/28/2014)
RR
Texas(4/25/2025)
IAR
Texas(6/9/2025)
RR
Virginia(3/6/2015)
RR
Washington(9/10/2021)
RR
West Virginia(4/24/2025)
RR
Wisconsin(1/26/2016)
RR
Wyoming(8/20/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
