HM
HM

Hamilton Martin

40 Years of Experience
New Orleans, LA
Broker

Hamilton Martin is a registered investment advisor at Morgan Stanley, based in New Orleans, LA, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1100 Poydras Street, Suite 1900, New Orleans, LA, 70163

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan StanleyBroker
June 2012 - Present · 13 yrs 11 mos
Morgan Stanley
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Hancock Investment Services, INC.Broker
February 2012 - June 2012 · 4 mos
Hancock Investment Services, INC.
February 2012 - June 2012 · 4 mos
Primevest Financial Services, INC.
June 2009 - February 2012 · 2 yrs 8 mos
Primevest Financial Services, INC.Broker
April 2009 - February 2012 · 2 yrs 10 mos
Wachovia Securities, LLCBroker
January 2008 - April 2009 · 1 yr 3 mos
A. G. Edwards & Sons, INC.Broker
October 1988 - January 2008 · 19 yrs 3 mos
Dean Witter Reynolds INC.Broker
February 1986 - October 1988 · 2 yrs 8 mos
State Registrations12 states
ALFLGALAMSNYPASCTNTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Hamilton Martin - Financial Advisor | TrueAdvisor