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DH

David W. Hamilton

HAMILTON WEALTH
WESTFIELD, IN
CRD#: 7238229
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DH
David Wayne Hamilton JrHAMILTON WEALTH

Professional summary

David Wayne Hamilton Jr is a registered financial advisor currently at HAMILTON WEALTH, LLC located in Westfield, Indiana.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. David has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Wayne Hamilton Jr'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®
None

Experience

Current

May 28, 2026 - Present

HAMILTON WEALTH, LLC

RIA
CRD#: 342315
WESTFIELD, IN
Past

January 17, 2025 - January 28, 2025

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Indianapolis, IN
Past

July 6, 2020 - May 22, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Carmel, IN

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
Indiana
(5/28/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/8/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/11/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/25/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/6/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/13/2020
Securities Industry Essentials Examination

Current Firm

HW
HAMILTON WEALTH, LLC
HAMILTON WEALTH, LLC

CRD#: 342315 / SEC#:

Indiana
Registered Investment Advisory firm - (5/28/2026 Approved)
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Contact information

Main Address
Westfield, IN
Mailing Address
Phone number
(463) 315-4442
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

HAMILTON WEALTH, LLC

CRD#: 342315Westfield, IN

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