BH
BH

Brenton Hamlet

25 Years of Experience
Beverly Hills, CA
Broker

Brenton Hamlet is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Beverly Hills, CA, with 25 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

9560 Wilshire Blvd, Beverly Hills, CA, 90212

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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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Other Business Activities

Brenton is an advisory board member for CAM Foundation, a charitable organization providing college scholarships, dedicating minimal time. He also co-owns rental property with family members and holds a board position at ALS Network, a non-profit providing funding for ALS research and patients.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - Present · 15 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Naples Asset Management CO., LLC
April 2010 - November 2010 · 7 mos
Naples Ais, INC.Broker
November 2009 - November 2010 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2000 - July 2009 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - July 2009 · 8 yrs 11 mos
State Registrations33 states
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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.
Brenton Hamlet - Financial Advisor | TrueAdvisor