Mark
Hamilton
E*Trade Capital Management, LLC
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About this Advisor
Mark Hamilton is a certified financial planner based in Tampa, Florida who has 1 year of relevant experience. Hamilton is an employee of E*Trade Capital Management, LLC. The advisor has gained experience at Franklin Templeton Distributors, Inc, New York Life, E*Trade Capital Management LLC, Morgan Stanley, Franklin Templeton Financial Services Corp, Franklin Distributors, LLC and E*Trade Securities LLC. Hamilton holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. E*Trade Capital Management, LLC is a registered investment company operating out of Arlington, VA. It oversees $7 billion in assets under management across its 90,806 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 15 charities and foundations. Of its 90,806 client accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets. The business performs a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically are based on the services offered. However, fee types billed by E*Trade Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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E*Trade Capital Management, LLC Brokerage Details
$7,406,529,807
90,806
$81,564
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Mark Hamilton Work History
Mark has been registered as a financial advisor for 1 years.*
Morgan Stanley
E*Trade Capital Management LLC
E*Trade Securities LLC
Franklin Distributors, LLC
Franklin Templeton Financial Services Corp
Franklin Templeton Distributors, Inc
New York Life
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 E*Trade Capital Management, LLC
Arlington, VA
Arlington, VA
Arlington, VA
Arlington, VA
Sandy, UT
Arlington, VA
Sandy, UT
Arlington, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
