Erez Law is currently investigating former Kingswood Capital Partners, LLC and Forta Financial Group, Inc. broker Bryce Hamilton (CRD# 4296113), who is accused of unsuitable investment recommendations. He was registered with LPL Financial LLC in Cornelius, North Carolina, from July to October 2024, when he was terminated regarding, “Failed To Timely Notify Pending Arbitration Matter To Firm.”
He was registered with the following firms:
- CliftonLarsonAllen Wealth Advisors, LLC in Charlotte, North Carolina, from 2023 to 2024
- Kingswood Capital Partners, LLC in Carmel By The Sea, California, from 2021 to 2023
- Forta Financial Group, Inc. in Carmel, California, from March to December 2021
- Centaurus Financial, Inc. in Carmel, California, from 2015 to 2021
Bryce Hamilton Customer Complaints
He has been the subject of one customer complaint, according to his CRD report:
July 2024. “Customer alleges representative recommended unsuitable investments in 2021.” The customer is seeking $300,000 in damages, and the case is currently pending. The complaint was regarding private placement losses, and it took place while he was registered with Financial Gravity Family Office Services, LLC, Kingswood Capital Partners, and Forta Financial Group.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Kingswood Capital Partners, LLC may be liable for investment or other losses suffered by Bryce Hamilton’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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