BH
Brett M. Hamilton
ON INVESTMENT MANAGEMENT CO
Charleston, WV 25302
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CRD#: 4725346
BH
Professional summary
Brett Michelle Hamilton, who also goes by Brett Hamilton, is a registered financial advisor currently at ON INVESTMENT MANAGEMENT CO located in Charleston, West Virginia and THE O.N. EQUITY SALES COMPANY located in Charleston, West Virginia.
Brett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Brett has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brett Hamilton
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) BRETT HAMILTON; NOT INVESTMENT RELATED; 403 Pennsylvania Ave CHARLESTON WV 25302; INSURANCE; INDEPENDENT INSURANCE AGENT; START DATE 01/01/2005; HOURS/MONTH 80; HOURS/TRADING 80; SELLING DISABILITY, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, MEDICARE RELATED PRODUCTS 2. THE CARRIAGE HOUSE; NOT INVESTMENT RELATED; 1546 1/2 VIRGINIA STREET CHARLESTON WV 25311; RENTAL PROPERTY; I OWN A LITTLE CARRIAGE HOUSE THAT SITS ON THE PROPERTY I PURCHASED; 08/25/2015-CURRENT; 4 HOURS/MONTH(0 DURING MARKET HOURS);SOME GENEERAL MAINTENANCE AND CLEANING ASSOCIATED WITH RENTING MY CARRIAGE HOUSE TO RENTERS. 3. KKL PROPERTIES, LLC; NOT INVESTMENT RELATED; 1576 LEE STREET E CHARLESTON WV 25311; PARTNER; RESIDENTIAL RENTAL; START DATE: 01/001/2018-PRESENT; 6 HOURS/MONTH; 0 TRADING HOURS; RENOVATIONS TO PROPERTY AND NORMAL RENTAL ACTIVITY. 4) LFFK LLC; NOT INVESTMENT RELATED; 1546 VIRGINIA ST E CHARLESTON WV 25311; RESIDENTIAL RENTAL PROPERTY; POSITION - PARTNER; START DATE - 10/5/2022 TO PRESENT; HOURS/MONTH - 2/0; DUTIES - PROPERTY OWNER/MINOR REPAIRS. 5) GALANTA BAILE, LLC; NOT INVESTMENT RELATED; 1546 VIRGINIA ST E CHARLESTON WV 25311; REAL ESTATE RENTAL; POSITION - PARTNER; START DATE - 1/23/2019 TO PRESENT; HOURS/MONTH - 2/0; DUTIES - PROPERTY OWNER/MINOR REPAIRS. 6) EL FUEGO LLC; NOT INVESTMENT RELATED; 1546 VIRGINIA ST E CHARLESTON WV 25311; RESIDENTIAL RENTAL PROPERTY; POSITION - PARTNER; START DATE - 5/12/2022 TO PRESENT; HOURS/MONTH - 2/0; DUTIES - PROPERTY OWNER/MINOR REPAIRS. 7) 1210 BLVD LLC; NOT INVESTMENT RELATED; 1210 KANAWHA BLVD E CHARLESTON WV 25301; REAL ESTATE; POSITION - PARTNER; START DATE 1/20/2023 TO PRESENT; HOURS/MONTH - 4/0; DUTIES - PROPERTY OWNER/MINOR REPAIRS. 8) 2018 BLVD LLC; NOT INVESTMENT RELATED; 1201 KANAWHA BLVD E CHARLESTON WV 25301; REAL ESTATE; POSITION - PARTNER; START DATE 4/11/2024 TO PRESENT; HOURS/MONTH - 2/0; DUTIES - PROPERTY OWNER/MINOR REPAIRS.
CRS (Client Relationship Summary) - RIA
Click below to view Brett Michelle 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®
NoneExperience
Current
February 19, 2014 - Present
ON INVESTMENT MANAGEMENT CO
Office #1: 403 Pennsylvania, Charleston, WV 25302RIA
CRD#: 105662
Charleston, WV
Current
February 18, 2014 - Present
THE O.N. EQUITY SALES COMPANY
Office #1: 1210 Kanawha Boulevard East, Charleston, WV 25301BD
CRD#: 2936
CHARLESTON, WV
Past
November 1, 2005 - February 24, 2014
NEW ENGLAND SECURITIES
RIA
CRD#: 615
PITTSBURGH, PA
Past
January 28, 2004 - February 24, 2014
NEW ENGLAND SECURITIES
BD
CRD#: 615
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".
OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO
CRD#: 105662 / SEC#: 801-7941
RIA
Registered Investment Advisory firm - (11/14/1971 Approved)Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)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
Florida(2/18/2014)
IAR
Ohio(3/5/2014)
RR
Ohio(7/22/2016)
RR
Pennsylvania(2/18/2014)
RR
South Carolina(5/4/2022)
RR
West Virginia(2/18/2014)
IAR
West Virginia(2/28/2014)
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
OI
ON INVESTMENT MANAGEMENT CO
ON INVESTMENT MANAGEMENT CO
CRD#: 105662 / SEC#: 801-7941
RIA
Registered Investment Advisory firm - (11/14/1971 Approved)Alabama
Registered Investment Advisory firm - (4/15/2002 Terminated)District of Columbia
Registered Investment Advisory firm - (2/9/2001 Terminated)Georgia
Registered Investment Advisory firm - (4/15/2002 Terminated)Indiana
Registered Investment Advisory firm - (12/9/2002 Terminated)Maine
Registered Investment Advisory firm - (4/19/2002 Terminated)Maryland
Registered Investment Advisory firm - (4/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (1/8/2002 Terminated)North Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)South Carolina
Registered Investment Advisory firm - (4/15/2002 Terminated)West Virginia
Registered Investment Advisory firm - (1/31/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Financial Way, Cincinnati, OH 45242
Mailing Address
P.o. Box 371, Cincinnati, OH 45201-0371
Phone number
(855) 262-0913
Established
Firm type
Fiscal year end
# of Employees
3,193
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,053 |
| AUM (Assets Under Management) | $ 2,376,953,646 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ON INVESTMENT MANAGEMENT CO
CRD#: 105662Charleston, WV 25302TRUST BUT VERIFY
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