Andrew W. Hamelin

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CRD#: 7239385

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew William Hamelin, who also goes by Andrew Hamelin, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 2021. Andrew had worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Andrew Hamelin

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.

ADVANCED REGULATORY COMPLIANCE LLC; NOT INVESTMENT-RELATED; 8383 WILSHIRE BOULEVARD, SUITE 950, BEVERLY HILLS, CA 90211; COMPLIANCE CONSULTING; CONSULTING MANAGER; START 03/2018; APPROXIMATELY 160 HOURS PER MONTH; APPROXIMATELY 130 HOURS PER MONTH DURING TRADING HOURS; PROVIDE COMPLIANCE CONSULTING.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 10, 2022 - October 14, 2022

BEVERLY HILLS PRIVATE WEALTH, LLC

RIA

CRD#: 321132

BEVERLY HILLS, CA

Past

January 15, 2021 - January 18, 2021

PMG FAMILY OFFICE, LLC

RIA

CRD#: 312154

PLANO, TX

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".

BEVERLY HILLS PRIVATE WEALTH, LLC

CRD#: 321132 / SEC#: 801-126697

RIA

Registered Investment Advisory firm - (10/6/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 65

Date: 11/16/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/6/2019

Securities Industry Essentials Examination

Current Firm

BEVERLY HILLS PRIVATE WEALTH, LLC

CRD#: 321132 / SEC#: 801-126697

RIA

Registered Investment Advisory firm - (10/6/2022 Approved)

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Contact information

Main Address

350 S. Beverly Drive Suite 360, Beverly Hills, CA 90212

Mailing Address

Phone number

(310) 388-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,079
AUM (Assets Under Management)	$ 782,522,752

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/13/2025	Cover Page	Report
01/17/2025	Cover Page	Report
10/27/2023	Cover Page	Report

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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Andrew W. Hamelin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BEVERLY HILLS PRIVATE WEALTH, LLC

PMG FAMILY OFFICE, LLC

Primary Firm SEC Registration

BEVERLY HILLS PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/16/2019

SIE

Date: 7/6/2019

Current Firm

BEVERLY HILLS PRIVATE WEALTH, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BEVERLY HILLS PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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