Mitch
Hamilton

Cuso Financial Services, L.P

CRD#6006137
Investment Advisor
in Seattle, WA

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About this Advisor

Mitch Hamilton is a financial advisor based in Seattle, Washington, who has been in the financial industry for 11 years. Hamilton is currently employed by Cuso Financial Services, L.P. Their career trajectory has included roles at Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A and Cuso Financial Services, Lp. Hamilton maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Cuso Financial Services, L.P is a financial advisory company that has its headquarters in Seattle, Washington. The company has offices in 929 locations and a total of 656 advisors. It handles $4 billion in assets across its 24,999 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to seven charities and foundations. Of its 24,999 customer accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services vary depending on the type of services. However, fee types charged by Cuso Financial Services, L.P likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

16330 Aurora Avenue N.
Seattle, WA 98133

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management

$4,384,538,933

WA Average: $7,578,581,321
Total Number of Employees

656

WA Average: 43
Total Number of Accounts

24,999

WA Average: 3,727
Average Account Size

$175,389

WA Average: $2,033,427

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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

Mitch Hamilton Work History

Mitch has 11 years of experience.

2016 - Present (6 years)

Cuso Financial Services, Lp

2015 - 2016 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2016 (1 year)

Bank Of America N.A

2011 - 2015 (4 years)

Edward Jones

Disclosures

Mitch Hamilton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuso Financial Services, L.P

Therese Misner
Corvallis, OR
Cameron Anderson
Fountain, CO
Ricky Hoskins
San Diego, CA
Susan Mauri
San Diego, CA
James Yocom
San Diego, CA
Brian Rumbles
Saint Petersburg, FL
David Jones
San Diego, CA
David Bailey
Cincinnati, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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