Timothy Seamus Hamilton
CFP®Professional Summary
Timothy Seamus Hamilton, CFP® is a registered financial advisor currently at COMPOUND PLANNING, INC. located in Irvine, California. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Timothy has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Cashflow & Budgeting
- Education Funding
- Estate & Legacy Planning
- Tax Planning
Biography
Tim is a Senior Vice President and Wealth Management Advisor, and a member of the Atlas Private Wealth Management’s Investment Committee. Before joining Atlas in 2015, he worked for seven years at an investment management firm based in Western New York in operational, trading, planning, and client management roles. Tim is a graduate of the University of Rochester where he obtained a Bachelor of Arts in economics. He also played football for the Yellowjackets. He...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ALTERNATIV WEALTH | SHOPOFF PRIVATE CLIENT GROUP | COMPOUND PLANNING, INC. | COMPOUND PLANNING | ATOMI PRIVATE CLIENT GROUP | ATOMI FINANCIAL GROUP, INC. | ATOMI FINANCIAL GROUP | ATOMI FINANCIAL ADVISORS | ATOMI ASSET MANAGEMENT
Contact Information
Main Address
115 Broadway 5th Floor, New York, NY 10006Mailing Address
169 Madison Avenue Suite 15201, New York, NY 10016Phone Number
(888) 533-9364# of Employees
119SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
8,708AUM (Assets Under Management)
$4,848,634,144Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ALTERNATIV WEALTH | SHOPOFF PRIVATE CLIENT GROUP | COMPOUND PLANNING, INC. | COMPOUND PLANNING | ATOMI PRIVATE CLIENT GROUP | ATOMI FINANCIAL GROUP, INC. | ATOMI FINANCIAL GROUP | ATOMI FINANCIAL ADVISORS | ATOMI ASSET MANAGEMENT
State Registrations and Notice Filings
(5/26/2023)
(5/26/2023)
(5/26/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy Seamus Hamilton's CRS (Customer Relationship Summary).
Services Offered by Timothy
- Investment Management
- Financial Planning
- Retirement Planning
- Cashflow & Budgeting
- Education Funding
- Estate & Legacy Planning
- Tax Planning
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