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Hamilton Swan Foster

CRC-IB

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About Hamilton Swan Foster

Hamilton Foster is a financial professional with experience in the financial services industry since 2018. Hamilton holds Series 79, Series 82, and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE). Hamilton is currently registered with CRC-IB in California, Colorado, and New York. Prior to joining CRC-IB, Hamilton was employed by CohnReznick Capital.

Firm Information

Hamilton Foster is currently registered with CRC-IB. CRC-IB is a Limited Liability Company formed on January 14, 2011, and is registered in 36 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

16

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.

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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Hamilton Foster’s Registration & Firm History

CA

06/08/2021 - Present

CRC-IB (San Francisco CA)

CA

02/23/2018 - 05/01/2020

COHNREZNICK CAPITAL (San Francisco CA)

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Licenses & Designations

BC

Issued 03/16/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2018

Series 82 - Limited Representative-Private Securities Offerings

BC

Issued 02/23/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hamilton Swan Foster.
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