Unclaimed Profile

Gerald Edwin Newman

HAMILTON WEALTH, LLC·ENCINO, California

SIE, Series 7, Series 24, Series 66CFP20 years registeredHAMILTON WEALTH, LLC

16000 VENTURA BOULEVARD, ENCINO, CA 91436CRD# 5032301Firm CRD# 289462

Profile Verification

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

Identity

Gerald Edwin Newman · ENCINO, CA

Registration

CRD #5032301 · HAMILTON WEALTH, LLC · 20 years registered

Brand Profile

Not yet started

Career History

HAMILTON WEALTH, LLC

Sep 2017 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2016 – Sep 2017

ENCINO, CA

SUNTRUST INVESTMENT SERVICES, INC.

Jul 2009 – Dec 2015

TAMPA, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2005 – Jul 2009

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · December 9, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

2013Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HAMILTON WEALTH, LLC

CRD 289462 · SEC 801-111079

AUM

$451M

Regulatory assets under management

Employees

1,042 client accounts

Services offered by HAMILTON WEALTH, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HAMILTON WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Gerald Edwin Newman offer?

Gerald Edwin Newman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ENCINO, California for a consultation.

What are Gerald Edwin Newman's credentials?

Gerald Edwin Newman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gerald Edwin Newman located?

Gerald Edwin Newman is based in ENCINO, California, working with HAMILTON WEALTH, LLC. Their office serves clients in the ENCINO metropolitan area and surrounding communities.

How does Gerald Edwin Newman charge for services?

Gerald Edwin Newman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HAMILTON WEALTH, LLC?

HAMILTON WEALTH, LLC has approximately 4 employees and manages $451M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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