Allen Stuart Hamilton
Investment adviser representative at Liberty Square Wealth Partners LLC
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$567.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Liberty Square Wealth Partners LLCAug 2024 to now
- Purshe Kaplan Sterling Investments, Inc.Aug 2024 to now
- Ameriprise Financial Services, LLCApr 2013 to Aug 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (PA).
Liberty Square Wealth Partners LLC
$567.8MAssets managed
625Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2249219
- Firm CRD
- 332476