MH
MH

Mark Hamilton

6 Years of Experience
Wilmington, DE
Broker

Mark Hamilton is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Wilmington, DE, with 6 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

3816 Kennett Pike, Wilmington, DE, 19807

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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
August 2025 - Present · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Cetera Advisor Networks LLCBroker
August 2023 - September 2024 · 1 yr 1 mo
Cetera Investment Advisers LLC
August 2023 - September 2024 · 1 yr 1 mo
Securian Financial Services, INC.
June 2021 - August 2023 · 2 yrs 2 mos
Securian Financial Services, INC.Broker
June 2021 - August 2023 · 2 yrs 2 mos
Kestra Advisory Services, LLC
November 2020 - May 2021 · 6 mos
Kestra Investment Services, LLCBroker
October 2020 - May 2021 · 7 mos
Foreside Fund Services, LLCBroker
May 2019 - September 2020 · 1 yr 4 mos
TD Ameritrade, INC.Broker
February 2018 - April 2018 · 2 mos
Scottrade, INC.Broker
August 2017 - February 2018 · 6 mos
State Registrations11 states
CTDCDEFLMAMDNJNYPATXVA
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.
Mark Hamilton - Financial Advisor | TrueAdvisor