Ross
Hamilton

Steward Partners Investment Advisory, LLC

CRD#5767087
Investment Advisor
in Bethesda, MD

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About this Advisor

Ross Hamilton is a certified financial planner whose office is in Bethesda, Maryland. Currently an investment advisor with Steward Partners Investment Advisory, LLC, they have gathered 10 years of work experience. Hamilton maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Hamilton is registered to serve clients based out of Louisiana, Maryland and Texas. During their career, Hamilton has held roles at Ubs Financial Services, Inc, Raymond James Financial Services Advisors Inc, Steward Partners Investment Advisory, LLC, The Miner Group, Ubs, Raymond James Financial Services and Steward Partners Global Advisory LLC. Steward Partners Investment Advisory, LLC is headquartered in Bethesda, Maryland, and operates out of 25 other locations across the United States. As a registered investment firm, Steward Partners Investment Advisory, LLC oversees $7 billion in assets covering 16,315 accounts and employs more than 224 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 14,299 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 62% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Steward Partners Investment Advisory, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7550 Wisconsin Ave. Ste. 420
Bethesda, MD 20814

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$7,347,561,277

MD Average: $7,464,549,021
Total Number of Employees

224

MD Average: 88
Total Number of Accounts

16,315

MD Average: 3,892
Average Account Size

$450,356

MD Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Ross Hamilton Work History

Ross has 10 years of experience.

2016 - Present (5 years)

Raymond James Financial Services Advisors Inc

2016 - Present (5 years)

Steward Partners Investment Advisory, LLC

2016 - Present (5 years)

The Miner Group

2016 - Present (5 years)

Raymond James Financial Services

2016 - Present (5 years)

Steward Partners Global Advisory LLC

2013 - 2016 (3 years)

Ubs Financial Services, Inc

2010 - 2013 (3 years)

Ubs Financial Services, Inc

2010 - 2010 (< 1 year)

Ubs

Disclosures

Ross Hamilton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Kenneth Roban
New York, NY
Andrew Githmark
Manchester, NH
Anita Humphrey
Clearwater, FL
Vaclav Vlcek
Washington, DC
William Gold
New York, NY
Robert Baker
New York, NY
Anthony Mandile
New York, NY
Ross Hamilton
Bethesda, MD

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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