Valentino A. Fehlmann

HAMILTON WEALTH

LOS ANGELES, CA 90024

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CRD#: 4810879

Professional summary

Valentino Angelo Fehlmann, CFP® is a registered financial advisor currently at HAMILTON WEALTH, LLC located in Los Angeles, California.

Valentino is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Valentino has worked at 3 firms and has passed the Series 66, SIE 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.

TRUSTEE FOR FATHER, INV RELATED, HONOLULU, HI, START: 3/26/2020, 2 HRS/MONTH, 2 HRS DURING TRADING. QIA Partners LLC; Investment software development;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Valentino Angelo Fehlmann's CRS (Customer Relationship Summary).

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

Start date: 2011

Experience

Current

October 5, 2021 - Present

HAMILTON WEALTH, LLC

Office #1: 10960 Wilshire Blvd Suite 820, Los Angeles, CA 90024

RIA

CRD#: 289462

LOS ANGELES, CA

Past

January 7, 2008 - October 8, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LOS ANGELES, CA

Past

December 21, 2007 - October 8, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LOS ANGELES, CA

Past

October 18, 2004 - August 24, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

LOS ANGELES, CA

Past

September 6, 2004 - August 24, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

LOS ANGELES, CA

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".

HAMILTON WEALTH, LLC

HAMILTON INVESTMENT GROUP | HAMILTON WEALTH, LLC

CRD#: 289462 / SEC#: 801-111079

RIA

Registered Investment Advisory firm - (9/1/2017 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.

Highlighted states indicate IAR registrations

IAR

California
(10/5/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/16/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/4/2004

General Securities Representative Examination

Current Firm

HAMILTON WEALTH, LLC

HAMILTON INVESTMENT GROUP | HAMILTON WEALTH, LLC

CRD#: 289462 / SEC#: 801-111079

RIA

Registered Investment Advisory firm - (9/1/2017 Approved)

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Contact information

Main Address

10960 Wilshire Blvd Suite 820, Los Angeles, CA 90024

Mailing Address

Phone number

(747) 208-4300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	860
AUM (Assets Under Management)	$ 553,713,239

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.

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Valentino A. Fehlmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Valentino Angelo Fehlmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAMILTON WEALTH, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

HAMILTON WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/16/2004

SIE

Date: 10/1/2018

Series 7

Date: 9/4/2004

Current Firm

HAMILTON WEALTH, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

HAMILTON WEALTH, LLC

TRUST BUT VERIFY

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