Hamilton Soriano
Investment adviser representative at Edward Jones
14 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Hamilton Soriano? 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Edward JonesMar 2021 to now
- Leominster Credit UnionFeb 2020 to Mar 2021
- Santander Bank, NANov 2019 to Jan 2020
- Santander Securities, LLCNov 2019 to Jan 2020
- Morgan Stanley Private Bank, N.A.Nov 2018 to Sep 2019
- Morgan StanleyJul 2018 to Sep 2019
- Morgan StanleyJan 2018 to May 2018
- Belmont Savings BankApr 2016 to Oct 2018
- University of Massachusetts (amherst)Jun 2012 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 6905968
- Firm CRD
- 250