Stephen D. Hamilton
Professional summary
Stephen Daniel Hamilton is a registered financial advisor currently at WASHINGTON CAPITAL MANAGEMENT INC located in Seattle, Washington.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Stephen has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Daniel Hamilton's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 22, 2024 - Present
WASHINGTON CAPITAL MANAGEMENT INC
Office #1: 1200 6th Ave Suite 700, Seattle, WA 98101-3123January 23, 2018 - November 6, 2020
SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC
June 20, 2017 - January 24, 2018
ALPS DISTRIBUTORS, INC.
October 21, 2014 - November 13, 2015
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.
March 15, 2005 - July 24, 2014
DELAWARE DISTRIBUTORS, L.P.
Primary Firm SEC Registration
WASHINGTON CAPITAL MANAGEMENT INC
CRD#: 105253 / SEC#: 801-14263
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/1/2025)
(8/1/2025)
(7/1/2025)
(3/22/2024)
(3/22/2024)
Exams
Current Firm
WASHINGTON CAPITAL MANAGEMENT INC
CRD#: 105253 / SEC#: 801-14263
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 248 |
| AUM (Assets Under Management) | $ 7,058,054,632 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/18/2024 | ||
| 02/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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