Daniel Hamilton
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsOct 2023 to now
- Equitable Advisors, LLC.Jul 2022 to Oct 2023
- Eze Castle IntegrationJun 2021 to Aug 2021
- Eze Castle IntegrationJun 2020 to Aug 2020
- Ledgex SystemsJun 2019 to Aug 2019
- Hamilton and Hamilton PcJan 2019 to Jun 2022
- Fordham UniversityAug 2018 to May 2022
- Lincoln Sudbury Regional High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7596372
- Firm CRD
- 104555