MH
Mitchell P. Hamer
STRATOS WEALTH ADVISORS LLC
Northbrook, IL 60062
Some features on this profile are disabled
CRD#: 6346673
MH
Professional summary
Mitchell Philip Hamer, CFP®, who also goes by Mitchell Philip Hamer, Mitchell P Hamer, is a registered financial advisor currently at STRATOS WEALTH ADVISORS LLC located in Northbrook, Illinois.
Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Mitchell has worked at 6 firms and has passed the Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mitchell Philip Hamer | Mitchell P Hamer
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) Fixed insurance. - inv related. Agent. Sales and service of fixed insurance products. 2) Intersectling Wealth, LLC. investment Related. Registered Investment Advisor DBA. Managing Member. Start date 5/6/2024. 160 hours/month; 130 hours/month during securities trading hours. Wealth Management services.
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Philip Hamer'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®
Start date: 2020
Experience
Current
May 6, 2024 - Present
STRATOS WEALTH ADVISORS LLC
Office #1: 3400 Dundee Rd., Suite 350, Northbrook, IL 60062RIA
CRD#: 283816
Northbrook, IL
Past
January 28, 2021 - March 16, 2021
FORESIDE FINANCIAL SERVICES, LLC
BD
CRD#: 148477
Chicago, IL
Past
June 12, 2019 - November 13, 2020
KOVITZ SECURITIES, LLC
BD
CRD#: 129878
CHICAGO, IL
Past
April 16, 2019 - May 7, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC
RIA
CRD#: 282241
CHICAGO, IL
Past
March 18, 2016 - April 12, 2019
ASSET MANAGEMENT GROUP LTD
RIA
CRD#: 109581
Northbrook, IL
Past
June 5, 2014 - October 26, 2016
SUNSET PARTNERS CAPITAL MANAGEMENT, LLC
RIA
CRD#: 144240
NORTHBROOK, IL
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".
SW
STRATOS WEALTH ADVISORS LLC
A. CARMI FINANCIAL, INC. | YOUNG AMERICAN WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS, LLC | VERITAS BOSTON WEALTH MANAGEMENT | TRUE NORTH WEALTH PARTNERS | THE RETIREMENT CORPORATION OF AMERICA | THE LOWRIE WEALTH MANAGEMENT GROUP | TAMARACK TRAIL INVESTMENT PARTNERS | SYNERGY WEALTH MANAGEMENT | STRATOS WEALTH ADVISORS LLC | SPAIN & SMITH WEALTH ADVISORS | RIVERVIEW WEALTH PARTNERS | RIVERBEND WEALTH MANAGEMENT | RETIREMENT CORPORATION OF AMERICA | RENO TAHOE WEALTH MANAGEMENT | PURPOSEFUL WEALTH | PISTONE WEALTH ADVISORS | PIERCE WEALTH PARTNERS | PARK EDGE ADVISORS | PALATINE HILL, LLC | NILSEN FINANCIAL SERVICES, LLC | NEXTIER WEALTH MANAGEMENT | NEW VIEW WEALTH ADVISORY | MCCANN WEALTH MANAGEMENT | MAJIED FINANCIAL GROUP, LLC | KYROS WEALTH MANAGEMENT | KOWAL FINANCIAL ADVISORS | JF WEALTH MANAGEMENT, LLC | INVESSENT WEALTH MANAGEMENRT | INTERSECTING WEALTH, LLC | GIERL AUGUSTINE INVESTMENT MANAGEMENT | GENERATIONS INVESTMENT MANAGEMENT | GA INVESTMENT MANAGEMENT | FREITAS WEALTH MANAGEMENT GROUP | FLAGSHIP FINANCIAL ADVISORS | FELLER WEALTH MANAGEMENT | EMERITUS WEALTH MANAGEMENT | CLAPBOARD HILL PRIVATE WEALTH | CENTURY WEALTH PARTNERS | BARNWOOD CAPITAL | AUGUST WEALTH ADVISORS | ACMEJACKWEALTHMANAGEMENT
CRD#: 283816 / SEC#: 801-108211
RIA
Registered Investment Advisory firm - (8/15/2016 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
Illinois(5/6/2024)
IAR
Texas(5/6/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/12/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
SW
STRATOS WEALTH ADVISORS LLC
A. CARMI FINANCIAL, INC. | YOUNG AMERICAN WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS, LLC | VERITAS BOSTON WEALTH MANAGEMENT | TRUE NORTH WEALTH PARTNERS | THE RETIREMENT CORPORATION OF AMERICA | THE LOWRIE WEALTH MANAGEMENT GROUP | TAMARACK TRAIL INVESTMENT PARTNERS | SYNERGY WEALTH MANAGEMENT | STRATOS WEALTH ADVISORS LLC | SPAIN & SMITH WEALTH ADVISORS | RIVERVIEW WEALTH PARTNERS | RIVERBEND WEALTH MANAGEMENT | RETIREMENT CORPORATION OF AMERICA | RENO TAHOE WEALTH MANAGEMENT | PURPOSEFUL WEALTH | PISTONE WEALTH ADVISORS | PIERCE WEALTH PARTNERS | PARK EDGE ADVISORS | PALATINE HILL, LLC | NILSEN FINANCIAL SERVICES, LLC | NEXTIER WEALTH MANAGEMENT | NEW VIEW WEALTH ADVISORY | MCCANN WEALTH MANAGEMENT | MAJIED FINANCIAL GROUP, LLC | KYROS WEALTH MANAGEMENT | KOWAL FINANCIAL ADVISORS | JF WEALTH MANAGEMENT, LLC | INVESSENT WEALTH MANAGEMENRT | INTERSECTING WEALTH, LLC | GIERL AUGUSTINE INVESTMENT MANAGEMENT | GENERATIONS INVESTMENT MANAGEMENT | GA INVESTMENT MANAGEMENT | FREITAS WEALTH MANAGEMENT GROUP | FLAGSHIP FINANCIAL ADVISORS | FELLER WEALTH MANAGEMENT | EMERITUS WEALTH MANAGEMENT | CLAPBOARD HILL PRIVATE WEALTH | CENTURY WEALTH PARTNERS | BARNWOOD CAPITAL | AUGUST WEALTH ADVISORS | ACMEJACKWEALTHMANAGEMENT
CRD#: 283816 / SEC#: 801-108211
RIA
Registered Investment Advisory firm - (8/15/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3750 Park East Drive Suite 200, Beachwood, OH 44122
Mailing Address
Phone number
(440) 519-2500
Established
Firm type
Fiscal year end
# of Employees
181
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,432 |
| AUM (Assets Under Management) | $ 4,905,828,030 |
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.
