Mark P Hamilton
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bank of America, N.A.Aug 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2025 to now
- Lomax Carpet & Tile MartOct 2024 to Apr 2025
- Cetera Advisor Networks LLCAug 2023 to Apr 2025
- Cetera Investment Advisers LLCAug 2023 to Apr 2025
- Diamond State Financial GroupJun 2021 to Sep 2024
- Minnesota Life Insurance CompanyJun 2021 to Aug 2023
- Securian Financial ServicesJun 2021 to Aug 2023
- Kestra FinancialOct 2020 to Apr 2021
- H&h Heating & Air ConditioningDec 2019 to Mar 2020
- Foreside Fund Services, LLCMay 2019 to Apr 2021
- Harborside Sales Group, LLCApr 2018 to Oct 2020
- TD Ameritrade, Inc.Feb 2018 to Apr 2018
- ScottradeMar 2017 to Mar 2018
- Mid-atlantic Enterprise SolutionFeb 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (DE, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 5139929
- Firm CRD
- 7691