Kevin J. Hamilton

ASPIRE ADVISORS

NORTH WHITE PLAINS, NY 10603

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CRD#: 5002010

Professional summary

Kevin John Hamilton is a registered financial advisor currently at ASPIRE ADVISORS, LLC located in North White Plains, New York and HAMILTON CAVANAUGH & ASSOCIATES, INC. located in North White Plains, New York.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Kevin has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 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.

ASPIRE ADVISORS, LLC 661 NORTH BROADWAY, NORTH WHITE PLAINS NY 10603 INVESTMENT RELATED CLIENT SERVICES START DATE 3/25/2025, APPROX. 40 HOURS PER WEEK UPSCALE ENTERPRISES, LLC NON INVESTMENT RELATED 661 N BROADWAY N WHITE PLAINS, NY 10603 CAR WASH 2% OWNERSHIP ACTIVE MANAGEMENT & OPERATIONS HAMILTON CAVANAUGH II, LLC NON INVESTMENT RELATED 661 N. BROADWAY N. WHITE PLAINS, NY 10603 REAL ESTATE HOLDING COMPANY - CAR WASH LAND AND BUILDING NO PARTICIPATION IN MANAGEMENT OR DECISION MAKING. SIMPLE 2% OWNERSHIP

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin John Hamilton'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®

None

Experience

Current

March 25, 2025 - Present

ASPIRE ADVISORS, LLC

Office #1: 661 North Broadway, North White Plains, NY 10603

RIA

CRD#: 150652

NORTH WHITE PLAINS, NY

Current

May 2, 2025 - Present

HAMILTON CAVANAUGH & ASSOCIATES, INC.

Office #1: 661 North Broadway, North White Plains, NY 10607

CRD#: 35972

NORTH WHITE PLAINS, NY

Past

September 9, 2010 - July 17, 2014

HAMILTON CAVANAUGH & ASSOCIATES, INC.

CRD#: 35972

NORTH WHITE PLAINS, 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".

ASPIRE ADVISORS, LLC

CRD#: 150652 / SEC#: 801-77599

RIA

Registered Investment Advisory firm - (2/1/2013 Approved)

New York

Registered Investment Advisory firm - (2/7/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Connecticut
(5/28/2025)

IAR

New Jersey
(4/24/2025)

New Jersey
(5/23/2025)

IAR

New York
(3/25/2025)

New York
(5/22/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/22/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/13/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/1/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/18/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/24/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ASPIRE ADVISORS, LLC

CRD#: 150652 / SEC#: 801-77599

RIA

Registered Investment Advisory firm - (2/1/2013 Approved)

New York

Registered Investment Advisory firm - (2/7/2013 Terminated)

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Contact information

Main Address

661 North Broadway, North White Plains, NY 10603

Mailing Address

Phone number

(877) 760-3540

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	130
AUM (Assets Under Management)	$ 105,783,913

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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Firm Stability Insights

Kevin J. Hamilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin John Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

HAMILTON CAVANAUGH & ASSOCIATES, INC.

HAMILTON CAVANAUGH & ASSOCIATES, INC.

Primary Firm SEC Registration

ASPIRE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/22/2025

Series 65

Date: 12/13/2024

Series 7TO

Date: 5/1/2025

SIE

Date: 2/18/2025

Series 6

Date: 3/24/2008

FINRA

Current Firm

ASPIRE ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASPIRE ADVISORS, LLC

TRUST BUT VERIFY

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