Patrick Shi-fan Huang
Investment adviser representative at Hamilton Capital
13 yearsExperience
1 stateRegistered in
$4.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Hamilton Capital, LLCFeb 2024 to now
- Source Financial AdvisorsDec 2019 to Jan 2024
- UnemployedJul 2019 to Dec 2019
- Morgan Stanley Private Bank, N.A.Jan 2015 to Jul 2019
- Morgan StanleyMar 2013 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (OH).
Hamilton Capital
Legal name: Hamilton Capital, LLC
$4.9BAssets managed
2,963Clients
60Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6176566
- Firm CRD
- 109116