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Brian Philip Hamlin

Somerset Wealth Management, LLC

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About Brian Philip Hamlin

Brian Hamlin is a registered representative with Somerset Wealth Management, LLC. Brian is also registered as an investment advisor representative. Brian has been in the financial industry since 2023. He has passed the Series 63, Series 65, Series 7TO, and SIE exams. Brian has also been approved by nine states to provide investment advisory services. He works with high-net-worth individuals and individuals other than high-net-worth individuals. Brian provides financial planning and portfolio management services. He is also able to select other advisors. Brian can be reached at Somerset Wealth Management, LLC, located at 4600 S Kelly Avenue, Portland OR 97239.

Firm Information

Brian Hamlin is currently registered with Somerset Wealth Management, LLC. Somerset Wealth Management, LLC is an independent Registered Investment Advisor based in Somerset, New Jersey. The firm has two licensed agents and manages approximately $12.89 million in regulatory assets under management for 81 clients, including individuals, trusts, and retirement accounts. Somerset Wealth Management, LLC provides financial planning, portfolio management, and other advisory services to individuals and high-net-worth clients.

$12.89M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Hamlin’s Registration & Firm History

OR

01/29/2025 - Present

Somerset Wealth Management, LLC (PORTLAND OR)

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Licenses & Designations

BC

Issued 04/25/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/19/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Philip Hamlin.
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