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Timothy + Hamilton - Financial Advisor in New York, NY

Paladin Research Report For:

Timothy Hamilton

Atlas Private Wealth

208 W. 23rd St.
New York, NY 10011
800-432-7447

General Information

Firm Start Year
  • 1996
No.of Employees
  • 20-49
CRD#
  • 6780937
Firm CRD#
  • 145331
Name of Broker/Dealer
  • Fidelity & Charles Schwab
Name of Custodial Firm
  • Fidelity & Charles Schwab
States Licensed in
  • TX
Years of Experience in Financial Services
  • 12
Number of Years with Current Firm
  • 5
Work Experience
  • He is a graduate of the University of Rochester where he obtained a Bachelor of Arts in Economics and a Finance & Accounting Certificate from the Simon School of Business. Before joining Atlas in 2015, Tim worked at an investment management firm based in Western New York for seven years. During his tenure there he worked in operations, trading, planning, and client management roles.
Advisory Services Provided
  • Financial Planning for Individuals, Portfolio Management, Tax Advice and Services

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CIMA®, CSLP®
Securities Licenses
  • Series 65

Firm Information

Firm's Number of Clients
  • 1500
Firm's Number of Planning Clients
  • 150
Firm's Number of Managed Clients
  • 1500
Assets Managed by Firm
  • $1,200,000,000
Advisor's Number of Clients
  • 200
Advisor's Number of Managed Clients
  • 200
Advisor's Number of Planning Clients
  • 70
Assets Managed by Advisor
  • $170,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $100,000
Compensation Methods
  • Based on Assets, Flat Fee
Fee % Based on Assets
  • Variable
Additional Details on Charges
  • We charge a fixed fee for financial planning services, a management fee for investment management services, and a fee for tax preparation services dependent on time spent and complexity of a return. Total fees vary given an individual's situation and services required.
Minimum Fee Charged for Managed Accounts
  • Dependent on AUM
Minimum Fee Charged for Hourly Planning Accounts
  • $800

Education

Bachelor of Arts in Economics - Economics
  • University of Rochester
    09/2004 - 05/2008

Disclosures

ADV Part 2A Brochure: https://atlaspwm.com/adv-part-2a-brochure/
Form CRS: https://atlaspwm.com/adv-part-3-form-crs/
Privacy Notice: https://atlaspwm.com/privacy-notice/
Atlas WiserAdvisor Disclosure: WiserAdvisor's program seeks to connect persons who have expressed an interest in finding an investment adviser with investment advisory firms such as Atlas Private Wealth Management, LLC (Atlas). Atlas is not affiliated with WiserAdvisor. As a participating adviser in the WiserAdvisor program, Atlas has agreed to pay WiserAdvisor a flat fee of $250 per lead for prospective clients with investable assets of more than $3 million. The fee is payable regardless of whether the prospect becomes an Atlas advisory client. Atlas does not increase the fees of advisory clients matched through the WiserAdvisor program to cover the lead fee.

Disclaimer

Atlas Private Wealth Management, LLC (Atlas) is an SEC-registered investment advisor established under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of Atlas by the SEC nor does it indicate that the advisor has attained a particular level of skill or ability. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. ALL INVESTMENTS AND INVESTMENT STRATEGIES INVOLVE RISK, INCLUDING THE LOSS OF PRINCIPAL. Different investments involve varying degrees of risk, and there can be no assurance that any specific investment or investment strategy (including those recommended by Atlas) will be profitable for an investment portfolio. Prior to investing, clients should consider carefully the information provided in the mutual fund prospectus and any other applicable documents provided, including investment objectives, risks, charges, and expenses. Additional information regarding Atlas qualifications, business practices and conflicts is set forth in Atlas ADV brochure and Form CRS, which are available upon request. Please visit our website www.atlaspwm.com/disclosures for these and other important disclosures.

BASIC INFORMATION NEEDED FOR THE INQUIRY