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MH

Matthew A. Hamilton

CREDIT UNION INVESTMENT SERVICES
Raleigh, NC 27603
Some features on this profile are disabled
CRD#: 4566788
MH

Professional summary

Matthew Allen Hamilton, CFP® is a registered financial advisor currently at CREDIT UNION INVESTMENT SERVICES located in Raleigh, North Carolina and SECU BROKERAGE SERVICES located in Raleigh, North Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Matthew has worked at 3 firms and has passed the Series 65, Series 63, Series 66, Series 52TO, Series 99TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.

top-8-questions

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.
STATE EMPLOYEES' CREDIT UNION, INVESTMENT RELATED BUSINESS, NATURE: FINANCIAL SERVICES, OSJ OFFICE ADDRESS: RALEIGH, NC. DEVOTE APPROXIMATELY 4% OF TIME TO SECU BUSINESS. MEMBERS TRUST COMPANY. INVESTMENT RELATED BUSINESS. NATURE: TRUST SERVICES. ADDRESS: 14025 RIVEREDGE DRIVE, SUITE 280, TAMPA, FL 33637. SPEND APPROXIMATELY 1% OF TIME CONDUCTING MTC BUSINESS. START DATE: NOVEMBER, 2009. TITLE: TRUST REP. SECU LIFE INSURANCE COMPANY. INVESTMENT RELATED BUSINESS. ADDRESS: RALEIGH, NC. NATURE: LIFE INSURANCE. TITLE: AGENT. START DATE: 9/2014. DUTIES AND TIME (SOME DURING SECURITIES TRADING HOURS) AS REQUIRED IN CONJUNCTION WITH POSITION AT STATE EMPLOYEES' CREDIT UNION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Allen 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®
CFP®

Certified Financial Planner

Experience

Current

September 18, 2007 - Present

CREDIT UNION INVESTMENT SERVICES

Office #1: 801 Hillsborough Street 3rd Floor, Raleigh, NC 27603
RIA
CRD#: 144871
Raleigh, NC
Current

January 19, 2007 - Present

SECU BROKERAGE SERVICES

Office #1: 801 Hillsborough Street 3rd Floor, Raleigh, NC 27603
BD
CRD#: 19899
Raleigh, NC
Past

July 10, 2007 - October 4, 2007

SECU BROKERAGE SERVICES

RIA
CRD#: 19899
SAN DIEGO, CA
Past

October 10, 2002 - October 23, 2002

WADDELL & REED

RIA
CRD#: 866
RALEIGH, NC
Past

September 12, 2002 - October 23, 2002

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

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
North Carolina
(1/31/2007)
IAR
North Carolina
(9/18/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/9/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/26/2007
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/4/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/18/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 53
Date: 2/28/2008
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/9/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CU
CREDIT UNION INVESTMENT SERVICES
CREDIT UNION INVESTMENT SERVICES | CREDIT UNION INVESTMENT SERVICES, INC.

CRD#: 144871 / SEC#:

North Carolina
Registered Investment Advisory firm - (9/5/2007 Approved)
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Contact information

Main Address
801 Hillsborough Street 3rd Floor, Raleigh, NC 27603
Mailing Address
Po Box 26807, Raleigh, NC 27611
Phone number
(800) 451-5467
Established
Firm type
Fiscal year end
# of Employees
258

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 110,960

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

CREDIT UNION INVESTMENT SERVICES

CRD#: 144871Raleigh, NC 27603

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