Mitch Hamilton, financial advisor Seattle WA
90 score

Mitch Hamilton

CRD Number: 6006137
Current Firm: Cuso Financial Services, LP

Mitch Hamilton (CRD# 6006137) is an Investment Advisor Representative working at Cuso Financial Services, LP in Seattle, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Mar 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle, WA Nov 2015 - Mar 2016 < 1
Bank Of America N.a. Seattle, WA Nov 2015 - Mar 2016 < 1
Edward Jones St Louis, MO Dec 2011 - Nov 2015 3
Enterprise Rent-a-car Fort Collins, CO Jul 2010 - Dec 2011 1
Unemployed Everett, WA Nov 2008 - Jul 2010 1
Verizon Communications Everett, WA Mar 1999 - Nov 2008 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Mitch W. Hamilton
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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