Michael Hamilton, financial advisor Boston MA
81 score

Michael Hamilton

CRD Number: 4482888
Current Firm: Financial Engines Advisors LLC

Michael Hamilton (CRD# 4482888) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Boston, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Boston, MA Apr 2011 - Current 5
Massmutual Life Insurance Company Boston, MA Apr 2009 - Apr 2011 2
Mml Investor Services Inc. Boston, MA Apr 2009 - Apr 2011 2
Unemployed Boston, MA Jan 2009 - Mar 2009 < 1
Adviser Investment Management, Inc. Newton, MA Mar 2007 - Dec 2008 1
Fidelity Investments Institutional Services Company, Inc. Smithfield, RI May 2004 - Mar 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination Apr 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Hamilton
Phone Number: 408-498-6000
Registered State(s):
  • CA
  • IL
  • MA
  • PA
  • CO
  • MI
By the Numbers
  • Total Assets Under Management
    113,424
    MILLIONS
  • Total Number of Accounts
    932,089
    ACCOUNTS
  • Average Account Value
    $121,688
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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