Daniel P. Hamilton

TRUSTMONT ADVISORY GROUP

Wilkes-barre, PA 18702

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CRD#: 7310216

Professional summary

Daniel Philip Hamilton, who also goes by Daniel P Hamilton, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Wilkes-barre, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Wilkes-barre, Pennsylvania.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Daniel has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel P Hamilton

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.

DBA HAMILTON GROUP, 15 PUBLIC SQUARE , STE 306, WILKES-BARRE, PA 18701 . DUTIES INCLUDING NEW BUSINESS ACQUISITION, ACCOUNT MANAGEMENT AND RESEARCH. 35 HPW DURING SECURITIES TRADING HOURS. MID AMERICA GROUP-NORTHEAST, INC. 15 PUBLIC SQUARE , STE 306, WILKES-BARRE, PA 18701, ASSISTING WITH INVESTMENT AND INSURANCE SERVICES. FULL TIME DURING SECURITES TRADING HOURS. VICE PRESIDENT/GENERAL MANAGEMENT FOR MID AMERICA GROUP NORTHEAST AND HAMILTON GROUP

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Philip Hamilton's CRS (Customer Relationship Summary).

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

November 11, 2020 - Present

TRUSTMONT ADVISORY GROUP, INC.

Office #1: 15 Public Square, Ste 306, Wilkes-barre, PA 18702

RIA

CRD#: 106015

Wilkes-barre, PA

Current

April 26, 2021 - Present

TRUSTMONT FINANCIAL GROUP, INC.

Office #1: 15 Public Square Suite 306, Wilkes-barre, PA 18701

CRD#: 18312

Wilkes-barre, PA

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".

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015 / SEC#: 801-30694

RIA

Registered Investment Advisory firm - (11/27/1987 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.

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

IAR

Pennsylvania
(11/11/2020)

Pennsylvania
(8/28/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 8/27/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/6/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/26/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/14/2019

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015 / SEC#: 801-30694

RIA

Registered Investment Advisory firm - (11/27/1987 Approved)

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Contact information

Main Address

Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601

Mailing Address

Phone number

(724) 468-5665

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A 03-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,387
AUM (Assets Under Management)	$ 1,126,006,619

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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Firm Stability Insights

Daniel P. Hamilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Philip Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUSTMONT FINANCIAL GROUP, INC.

Primary Firm SEC Registration

TRUSTMONT ADVISORY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/27/2021

Series 65

Date: 10/6/2020

Series 7TO

Date: 4/26/2021

SIE

Date: 12/14/2019

FINRA

Current Firm

TRUSTMONT ADVISORY GROUP, INC.

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUSTMONT ADVISORY GROUP, INC.

TRUST BUT VERIFY

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