David
Hamlin
Caruso Mclean & Co., Inc
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About this Advisor
David Hamlin is a financial advisor based in Utica, New York, working with Caruso Mclean & Co., Inc. David has previously held positions at Convergex Execution Solutions LLC, UBS Financial Services Inc, Royal Alliance Associates, Inc, and Caruso Mclean & Co., Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, David is part of Caruso Mclean & Co., Inc, which operates out of Utica, New York. The firm has 6 employees and manages assets totaling $232.7 million. The firm 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, and pension consulting services. The fee structure at Caruso Mclean & Co., Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Caruso Mclean & Co., Inc Brokerage Details
$232,716,590
6
196
$1,187,330
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
David Hamlin Work History
Royal Alliance Associates, Inc
Caruso Mclean & Co., Inc
Ubs Financial Services Inc
Convergex Execution Solutions LLC
Disclosures
Please visit the SEC profile of David Hamlin 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 Caruso Mclean & Co., Inc
Utica, NY
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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