Unclaimed Profile

Shannon Thomas Wardlaw

HAMILTON POINT INVESTMENT ADVISORS, LLC·CHAPEL HILL, North Carolina

Series 3, Series 7, Series 63Clean record4 years registeredHAMILTON POINT INVESTMENT ADVISORS, LLC

100 EUROPA DRIVE, CHAPEL HILL, NC 27517CRD# 3106033Firm CRD# 144534

Profile Verification

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

Identity

Shannon Thomas Wardlaw · CHAPEL HILL, NC

Registration

CRD #3106033 · HAMILTON POINT INVESTMENT ADVISORS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

HAMILTON POINT INVESTMENT ADVISORS, LLC

Nov 2021 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Registration record

First registered · November 18, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAMILTON POINT INVESTMENT ADVISORS, LLC

CRD 144534 · SEC 801-68186

AUM

$935M

Regulatory assets under management

Employees

780 client accounts

Services offered by HAMILTON POINT INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HAMILTON POINT INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Shannon Thomas Wardlaw offer?

Shannon Thomas Wardlaw specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHAPEL HILL, North Carolina for a consultation.

What are Shannon Thomas Wardlaw's credentials?

Shannon Thomas Wardlaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shannon Thomas Wardlaw located?

Shannon Thomas Wardlaw is based in CHAPEL HILL, North Carolina, working with HAMILTON POINT INVESTMENT ADVISORS, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.

How does Shannon Thomas Wardlaw charge for services?

Shannon Thomas Wardlaw'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 POINT INVESTMENT ADVISORS, LLC?

HAMILTON POINT INVESTMENT ADVISORS, LLC has approximately 11 employees and manages $935M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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