Mark
Hamilton

Cetera Investment Advisers LLC

CRD#5139929
Investment Advisor
in Newark, DE

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About this Advisor

Mark Hamilton is a financial advisor based in Newark, Delaware, working with Cetera Investment Advisers LLC. Mark has previously held positions at Mid-Atlantic Enterprise Solution, Citibank, Morgan Stanley, Scottrade, Td Ameritrade, Inc, Foreside Fund Services, LLC, Harborside Sales Group, LLC, Kestra Financial, Securian Financial Services, Minnesota Life Insurance Company, Diamond State Financial Group, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Mark has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Delaware. Currently, Mark is part of Cetera Investment Advisers LLC, which operates out of Newark, Delaware. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

900 Prides Crossing
Newark, DE 19713

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

DE Average: $6,674,516,078
Total Number of Employees

6,648

DE Average: 44
Total Number of Accounts

423,554

DE Average: 2,564
Average Account Size

$246,648

DE Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Mark Hamilton Work History

2023 - Present (1 year)

Cetera Advisor Networks LLC

2023 - Present (1 year)

Cetera Investment Advisers LLC

2021 - Present (3 years)

Diamond State Financial Group

2021 - 2023 (2 years)

Securian Financial Services

2021 - 2023 (2 years)

Minnesota Life Insurance Company

2020 - 2021 (1 year)

Kestra Financial

2019 - 2021 (2 years)

Foreside Fund Services, LLC

2018 - 2018 (< 1 year)

Td Ameritrade, Inc

2018 - 2020 (2 years)

Harborside Sales Group, LLC

2017 - 2018 (1 year)

Scottrade

2016 - 2017 (1 year)

Mid-Atlantic Enterprise Solution

2014 - 2016 (2 years)

Citibank

2012 - 2014 (2 years)

Morgan Stanley

Disclosures

Please visit the SEC profile of Mark Hamilton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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