Chad Stephen Hamilton
Investment adviser representative at Mariner
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$125.4BFirm assets
Are you Chad Stephen Hamilton? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
11 years in the industry.
- MarinerFeb 2021 to now
- Mariner Wealth AdvisorsFeb 2021 to now
- LPL Financial LLCSep 2019 to Feb 2021
- Brown & Company, Inc.Jan 2019 to Dec 2019
- Advisor Solutions 360, LLCMar 2017 to Jan 2019
- Mariner Wealth AdvisorsMar 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (KS, OK).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 4446481
- Firm CRD
- 140195