Unclaimed Profile

Leo Peter Hamill

MORTON CAPITAL MANAGEMENT·CALABASAS, California

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65CFAClean record27 years registeredMORTON CAPITAL MANAGEMENT

23945 CALABASAS ROAD, SUITE 203, CALABASAS, CA 91302CRD# 2547211Firm CRD# 141250

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leo Peter Hamill · CALABASAS, CA

Registration

CRD #2547211 · MORTON CAPITAL MANAGEMENT · 27 years registered

Brand Profile

Not yet started

Career History

RBC SECURITIES, INC.

May 2014 – present

RBC SECURITIES, INC

May 2014 – present

UNIONBANC INVESTMENT SERVICES, LLC

Apr 2013 – May 2014

MONTECITO, CA

WELLS FARGO ADVISORS, LLC

Jan 2011 – Nov 2011

ROSEVILLE, CA

WELLS FARGO INVESTMENTS, LLC

Feb 2007 – Jan 2011

ROSEVILLE, CA

WELLS FARGO INVESTMENTS, LLC

Feb 1999 – May 2005

SACRAMENTO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · February 9, 1999

Years registered · 27

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORTON CAPITAL MANAGEMENT, LLC

CRD 141250 · SEC 801-67025

AUM

$2.6B

Regulatory assets under management

Employees

3,523 client accounts

Services offered by MORTON CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MORTON CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Leo Peter Hamill offer?

Leo Peter Hamill specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CALABASAS, California for a consultation.

What are Leo Peter Hamill's credentials?

Leo Peter Hamill holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Leo Peter Hamill located?

Leo Peter Hamill is based in CALABASAS, California, working with MORTON CAPITAL MANAGEMENT. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.

How does Leo Peter Hamill charge for services?

Leo Peter Hamill's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORTON CAPITAL MANAGEMENT?

MORTON CAPITAL MANAGEMENT has approximately 55 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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