DFX Intelligence

RIA Intelligence

Advisors

Advisors registered through Hamilton Capital

Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.

AdvisorFirmBranchHere sinceIn industryPrior firmsStates
Courtney Erin Saddler
Hamilton Capital independent RIAColumbus, OhApr 13, 202312 y01
Anna Kathryn Schiffbauer
Certified Financial Planner
Hamilton Capital independent RIAColumbus, OhSep 5, 201810 y02
Gregory Alan Smith
Hamilton Capital independent RIAColumbus, OhApr 18, 201626 y22
M••••••• M••••• S•••••••••
H••••••• C•••••• independent RIAColumbus, OhJan 6, 202411 y01
E••• W•••••• T•••••••
H••••••• C•••••• independent RIAColumbus, OhAug 15, 202210 y01
C••••• A•• T•••••••
Certified Financial Planner
H••••••• C•••••• independent RIAColumbus, OhJun 28, 201634 y11
J•••••• G••• W••••••
H••••••• C•••••• independent RIAColumbus, OhJan 23, 201916 y01
J••••• C••••••••• W•••••••
Certified Financial Planner
H••••••• C•••••• independent RIAColumbus, OhJun 6, 202313 y01
E••• L•••• W•••••••
Certified Financial Planner
H••••••• C•••••• independent RIAColumbus, OhNov 9, 201611 y12
J••• T•••••• Y••••
H••••••• C•••••• independent RIAColumbus, OhOct 20, 200326 y02

The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.

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60 advisors match.