Thomas Hamilton
Thomas Hamilton is a registered investment advisor at Private Advisor Group, LLC, based in Pittsford, NY, with 29 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
101 Sully's Trail, Meadowgate Bldg 20, Pittsford, NY, 14534
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas uses Hamilton Wealth Management for investment advice through Private Advisor Group, dedicating nearly full-time hours to this. Thomas also holds an insurance license and may recommend insurance products on a commission basis, and hosts a local radio show, Wall Street to Main Street, dedicating minimal time to it.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Wealthplan Partners
Securities America, INC.Broker
LPL Financial LLCBroker
A. G. Edwards & Sons, INC.Broker
Edward D. Jones & CO., L.P.Broker
Linsco/private Ledger CORP.Broker
State Registrations1 state
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.