RH
CFP
RH
CFP

Ross Hamilton

15 Years of Experience
Bethesda, MD
Broker

Ross Hamilton is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Bethesda, MD, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

7501 Wisconsin Ave., Suite 740W, Bethesda, MD, 20814

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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
Raymond James & Associates, INC.
December 2021 - Present · 4 yrs 7 mos
Raymond James & Associates, INC.Broker
December 2021 - Present · 4 yrs 7 mos
Previous Registrations
Steward Partners Investment Advisory, LLC
March 2016 - December 2021 · 5 yrs 9 mos
Raymond James Financial Services Advisors, INC
January 2016 - December 2016 · 11 mos
Raymond James Financial Services, INC.Broker
January 2016 - December 2021 · 5 yrs 11 mos
UBS Financial Services INC.
February 2011 - January 2016 · 4 yrs 11 mos
UBS Financial Services INC.Broker
November 2010 - January 2016 · 5 yrs 2 mos
State Registrations22 states
CACOCTDCFLLAMAMDMEMNNCNHNMNYOHPATNTXUTVAVTWA
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.