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Expert Review

Gordon Hamilton III: Exposed with the Hidden Fees, Disclosures & Lawsuits (Update 2024)


Who is Gordon Hamilton III(CRD#: 1685613)?Everything you need to know about Gordon Hamilton III and their accolades

Gordon Hamilton III works for Morgan Stanley in Kansas City, Missouri, as a financial advisor and managing director for the Hamilton Retirement Group. He started his work in 1987 and has spent his whole professional life with Morgan Stanley and its predecessor companies. Gordon graduated from Southern Methodist University with a Bachelor of Business Administration (BBA) in Finance.

In the course of his lengthy and illustrious career, Gordon has tackled almost every aspect of retirement preparation. In doing so, he has assisted numerous clients in building up their retirement assets and developing conservative methods that are intended to produce consistent income streams during their free time.

Gordon has a variety of qualities, but one of them is that he takes the time to listen intently to each client’s worries in order to thoroughly comprehend those aspects that are most significant to them. He contends that the better a client is listened to by an advisor, the more precisely the latter may devise a strategy that will best meet the latter’s particular requirements.

All of Gordon’s clients should feel comfortable asking him anything regarding their individual financial position because he works hard to build strong relationships with every one of them. This method frequently results in clients getting to know him on a personal level and asking for his guidance on a variety of other financial issues, such as purchasing a home or setting aside money for a grandchild’s college tuition.

Due to his decades-long concentration on retirement planning, Gordon is especially sensitive to the many concerns that seniors have, such as outliving their assets. He is also very skilled at identifying wants and problems that clients themselves may not even be aware they will likely have later in life.

Gordon has won many awards for which he is especially proud because of his constant commitment to his job. In 2014, 2015, 2016, 2017, 2018, 2019, 2020, 21, and 22, he received Barron’s recognition of being one of “America’s Top 1,200 Financial Advisors.” Gordon is acknowledged by Morgan Stanley as a Senior Investment Management Consultant and a member of the esteemed Chairman’s Club since 2010.

Gordon is extremely pleased with the group of honorable, dedicated investment experts he has put together at The Hamilton Retirement Planning Group. He has worked with many of the pros for over ten years.

Last but not least, he is most pleased with his lovely family. Four grown children have been born to Gordon and his gorgeous wife Ann Marie throughout the course of their more than 25 years of marriage. Gordon and Ann Marie take pleasure in traveling, seeing their loved ones, and participating in church activities.

Barron’s Magazine
• Top 1200 Financial Advisors 2014-2022
• Top 1000 Financial Advisors 2011

Forbes Magazine
• Best-In-State Wealth Advisors 2022
• Best-In-State Wealth Advisors 2020

*2014-2022 Barron’s Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron’s Top 1,000 Financial Advisors: State-by-State)
Source: (Awarded 2014-2022). Data compiled by Barron’s based on a 12-month period concluding in Sept of the year prior to the issuance of the award.

*Barron’s Top 1,000 Financial Advisors: State-by-State
Source: Barron’ (Awarded Feb 2013) Data compiled by Barron’s based on the time period from Sept 2011 – Sept 2012.

*2020, 2022 Forbes Best-In-State Wealth Advisors
Source: (Awarded 2020, 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of the year prior to the issuance of the award.

In this article, we will go deep into Gordon Hamilton III’s past, discovering hidden disclosures and analyzing the consequences of the lawsuits.


About FIRM:History, achievements, leadership, lawsuits, & disputes

About Morgan Stanley Wealth Management:

Morgan Stanley Wealth Management, an American multinational financial services corporation, specializes in retail brokerage and asset management. As a division of Morgan Stanley, it serves a wide range of clients, from individual investors and small-to-mid-sized businesses to large corporations, non-profit organizations, and family foundations. With a strong history and a proven track record, Morgan Stanley Wealth Management has become a leading choice for those seeking expert financial advice and guidance.

Early Beginnings: Smith Barney & Co.

Morgan Stanley Wealth Management has its roots in the 1938 merger of Charles D. Barney & Co. and Edward B. Smith & Co., which formed Smith Barney & Co. Charles D. Barney & Co., founded by Charles D. Barney in 1873, was a New York and Philadelphia-based firm that emerged from the failure of its predecessor, Jay Cooke & Company. Edward B. Smith & Co., founded in 1892, became a significant player in securities underwriting in 1934 after absorbing the professionals from the securities business of Guaranty Trust Company, following the passage of the Glass-Steagall Act.

Morgan Stanley Wealth Management offers a comprehensive suite of financial services to cater to the diverse needs of its clients. Some of these services include:

Investment Management

Morgan Stanley Wealth Management provides a wide range of investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and more. Their financial advisors help clients develop tailored investment strategies to meet their specific financial goals and risk tolerance levels.

Financial Planning

Financial planning services offered by Morgan Stanley Wealth Management include retirement planning, education planning, estate planning, and more. Their financial advisors work with clients to understand their financial objectives and develop a comprehensive financial plan to help them achieve those goals.

What is a Financial Advisor?

A financial advisor is a specialist who offers professional financial advice to people looking to accomplish particular financial goals. You work with a financial advisor to develop a thorough financial plan that is specific to your situation, much like you would hire an architect to construct the blueprint for your home. Understanding your existing financial condition, including your income, costs, savings, and spending patterns, is a requirement for this collaboration.

Banking and Lending

Morgan Stanley Wealth Management offers banking and lending solutions, such as cash management accounts, mortgages, home equity loans, and lines of credit to help clients manage their day-to-day financial needs and achieve their long-term financial goals.

Insurance and Annuities

To help clients protect their financial future, Morgan Stanley Wealth Management offers insurance and annuity products, including life insurance, long-term care insurance, and annuities, designed to provide financial stability and peace of mind.

Philanthropy and Social Impact Investing

Morgan Stanley Wealth Management offers philanthropic advisory services and social impact investing options for clients who want to align their investments with their values and make a positive impact on society.

27/11/2023 Update
As of now, Gordon Hamilton III not responded, nor has he apologized for his misdeeds. He has ignored our efforts to highlight the problems faced by their victims. Furthermore, he has only focused on propagating his fake PR.

Gordon Hamilton III Disclosures: BrokerCheck, FINRA, And SEC ReportsEvery complaint, disclosure, litigation against Gordon Hamilton III

The brokerCheck report of Gordon Hamilton III includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, and arbitration awards as well as disclosures events.

Here, the broker is mentioned with two types of disclosure that include one regulatory event and two customer disputes.

image 1099

This type of disclosure event may involve

(1) a final, formal proceeding initiated by a regulatory authority (e.g., a state securities agency, self-regulatory organization, federal regulations such as the Securities and Exchange Commission, or foreign financial regulatory body) for a violation of investment-related rules or regulations; or

(2) a revocation or suspension of a broker’s authority to act as an attorney, accountant, or federal contractor.

The Missouri Securities Division’s Enforcement Section has alleged that Gordon Hamilton engaged in unlawful behavior while working as an agent for Citigroup Global Markets, Inc.

Financial Advisors often take down their client disputes from FINRA’s Public database through Disclosure Expungement. Even law firms provide expungement services to FAs so that they can hide or remove their client disputes and maintain a clean record. So the lack of any disclosures on BrokerCheck doesn’t necessarily mean that the broker hasn’t had any disputes in the past.

FINRA’s BrokerCheck

individual_1685613.pdf (

SEC Litigations & Forms

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Source: Gordon Hamilton III – SEC Site Search Search Results


Gordon Hamilton III Lawsuits, Legal Battles, & DisputesActive database of all lawsuit documents (subject to availability) against Gordon Hamilton III

Most court cases filed in the United States of America are archived on CourtListener, UniCourt,, Justia, Trellis, law, and Law360. If Gordon Hamilton III has been involved in any such lawsuits, then you can find the documents using the links down below:

There might be more pending lawsuits against Gordon Hamilton III which are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Gordon Hamilton III on these websites, you can contact the local authorities and check if they have a physical copy of any cases.


Gordon Hamilton III Complaints, Class Action Lawsuits & Legal BattlesRead all class action lawsuits and SEC complaints against Gordon Hamilton III (if available)

The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Gordon Hamilton III using the websites down below:

You can contact the law firms mentioned above if facing issues with Gordon Hamilton III or any financial advisor.


Better Alternatives To Gordon Hamilton III (By Experts):Find the top 3 alternatives to Gordon Hamilton III

These recommendations are based on the ratings of, the biggest financial advisor review platform on the internet.
You can check out the top 10 financial advisors in the U.S. to learn more.
Screenshot 2023 05 23 at 11.26.30 PM

Manages Assets Worth

  • $714,587,898,072


  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
  • Publication of periodicals

Manages Assets Worth

  • $173,418,270,044


  • Financial planning
  • Portfolio management
  • Portfolio assessment
Screenshot 2023 05 23 at 11.45.48 PM

Manages Assets Worth

  • $46,803,858,104


  • Portfolio management

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