PH
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Peter Hamilton

16 Years of Experience
Stamford, CT
Broker

Peter Hamilton is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Stamford, CT, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

301 Tresser Blvd, Stamford, CT, 06901

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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
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2021 - Present · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2021 - Present · 4 yrs 8 mos
Previous Registrations
Banc of America Securities LLCBroker
October 1998 - July 2000 · 1 yr 9 mos
Bancamerica Securities, INC.Broker
October 1993 - October 1998 · 5 yrs
Ba Investment Services, INC.Broker
June 1993 - October 1993 · 4 mos
Gruntal & CO. IncorporatedBroker
December 1992 - October 1993 · 10 mos
Chemical Securities, INC.Broker
October 1987 - January 1992 · 4 yrs 3 mos
State Registrations7 states
CACOCTFLMANYWY
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.
Peter Hamilton - Financial Advisor | TrueAdvisor