Unclaimed Profile

Allen Stuart Hamilton

LIBERTY SQUARE WEALTH PARTNERS LLC·BETHLEHEM, Pennsylvania

SIE, Series 2, Series 6, Series 7, Series 24, Series 63, Series 65ChFCClean record13 years registeredLIBERTY 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 · 13 years registered

Brand Profile

Not yet started

Career History

LIBERTY SQUARE WEALTH PARTNERS LLC

Aug 2024 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Apr 2013 – Sep 2024

Bethlehem, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 8, 2013

Years registered · 13

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIBERTY SQUARE WEALTH PARTNERS LLC

CRD 332476 · SEC 801-130895

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by LIBERTY SQUARE WEALTH PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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