Edwin Robert Hamlin
Investment adviser representative at Clarendon Private LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$352.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Clarendon Private LLCAug 2023 to now
- Clarendon Private Wealth LLCJul 2023 to now
- First Citizens Bancshares, IncApr 2023 to Jul 2023
- Svb Wealth, LLCJan 2022 to Mar 2023
- Boston Private Wealth LLCJul 2018 to Dec 2021
- Boston Private Bank & Trust CompanySep 2017 to Jul 2018
- UnemployedJun 2017 to Aug 2017
- Hamilton CollegeAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Clarendon Private LLC
$352.1MAssets managed
67Clients
6Advisers
5 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
- 7365633
- Firm CRD
- 316616