Nicholas
Kelly
Hamilton Capital Partners, LLC
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About this Advisor
Nicholas Kelly is a financial advisor based in Chicago, Illinois, working with Hamilton Capital Partners, LLC. Nicholas has previously held positions at Morgan Stanley, Brookfield Properties Retail, Indiana University, UBS Financial Services Inc, BBR Partners, Ameriprise Financial Services, LLC, and Hamilton Capital Partners LLC. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Nicholas is part of Hamilton Capital Partners, LLC, which operates out of Chicago, Illinois. The firm has 1 office and 3 employees. The firm manages assets totaling $215.9 million 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, pension consulting services, and other services. The fee structure at Hamilton Capital Partners, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hamilton Capital Partners, LLC Brokerage Details
$215,865,830
3
293
$736,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Nicholas Kelly Work History
Ameriprise Financial Services, LLC
Hamilton Capital Partners LLC
Ubs Financial Services Inc
Bbr Partners
Morgan Stanley
Brookfield Properties Retail
Indiana University
Disclosures
Please visit the SEC profile of Nicholas Kelly 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 Hamilton Capital Partners, LLC
Chicago, IL
Atlanta, GA
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