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Allen Stuart Hamilton

LIBERTY SQUARE WEALTH PARTNERS LLC·BETHLEHEM, Pennsylvania
Clean recordLIBERTY SQUARE WEALTH PARTNERS LLC
1525 VALLEY CENTER PKWY, BETHLEHEM, PA 18017CRD# 2249219Firm CRD# 332476

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Allen Stuart Hamilton · BETHLEHEM, PA
Registration
CRD #2249219 · LIBERTY SQUARE WEALTH PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Allen Stuart Hamilton is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with LIBERTY SQUARE WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LIBERTY SQUARE WEALTH PARTNERS LLC
LIBERTY SQUARE WEALTH PARTNERS LLC
AUM
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2249219
Firm CRD# 332476
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05

Frequently Asked Questions

What services does Allen Stuart Hamilton offer?
Allen Stuart Hamilton specializes in Financial Planning, Investment Management. Contact their office in BETHLEHEM, Pennsylvania for a consultation.
What are Allen Stuart Hamilton's credentials?
Allen Stuart Hamilton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Stuart Hamilton located?
Allen Stuart Hamilton is based in BETHLEHEM, Pennsylvania, working with LIBERTY SQUARE WEALTH PARTNERS LLC. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.
How does Allen Stuart Hamilton charge for services?
Allen Stuart Hamilton'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 LIBERTY SQUARE WEALTH PARTNERS LLC?
LIBERTY SQUARE WEALTH PARTNERS LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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