CH
Christopher S. Hamilton
KESTRA PRIVATE WEALTH SERVICES
Bloomfield Hills, MI 48304
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CRD#: 5770357
CH
Professional summary
Christopher Scott Hamilton is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Bloomfield Hills, Michigan and KESTRA INVESTMENT SERVICES, LLC located in Bloomfield Hills, Michigan.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Christopher has worked at 4 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.
Business Name: OWL PRIVATE WEALTH ADVISORS POSITION: Private Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/28/2022 ADDRESS: 40701 Woodward Ave, Suite 103, Bloomfield Hills MI 48304 DESCRIPTION: Service retail clients investments, planning and insurance needs. Business Name: NOW GYM POSITION: Instructor NATURE: Fitness INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 1625 N Main St, Royal Oak MI 48067 DESCRIPTION: I teach fitness and kickboxing classes. Business Name: FOXHOLE POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/30/2025 ADDRESS: 444 W Maple Rd, Suite A, Troy MI 48084, United States DESCRIPTION: Vote on actions taken by the charity to hold events, sponsor vets, delegate duties, and support current members. Business Name: TWO GREAT DANES INC. POSITION: Owner NATURE: Passthrough Entity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2023 ADDRESS: 3281 Cumberland Rd, Berkley MI 48072, United States DESCRIPTION: Manage business income, expenses and payroll to self.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Scott 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
December 1, 2022 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 40701 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304RIA
CRD#: 155193
Bloomfield Hills, MI
Current
November 28, 2022 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 40701 Woodward Avenue Suite 103, Bloomfield Hills, MI 48304BD
CRD#: 42046
Bloomfield Hills, MI
Past
January 23, 2020 - November 28, 2022
A.G.P. / ALLIANCE GLOBAL PARTNERS
RIA
CRD#: 8361
Berkley, MI
Past
January 23, 2020 - November 28, 2022
A.G.P. / ALLIANCE GLOBAL PARTNERS
BD
CRD#: 8361
WESTPORT, CT
Past
June 4, 2010 - January 22, 2020
EDWARD JONES
RIA
CRD#: 250
PLYMOUTH, MI
Past
April 23, 2010 - January 22, 2020
EDWARD JONES
BD
CRD#: 250
PLYMOUTH, MI
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".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 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.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
California(11/28/2022)
RR
Florida(11/29/2022)
RR
Illinois(12/8/2022)
RR
Indiana(2/4/2024)
RR
Michigan(12/1/2022)
IAR
Michigan(12/1/2022)
RR
Missouri(3/9/2023)
RR
New York(12/1/2022)
RR
Ohio(11/28/2022)
RR
South Carolina(12/2/2022)
RR
Tennessee(12/1/2022)
RR
Texas(11/28/2022)
IAR
Texas(7/27/2023)
RR
Virginia(12/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
