Patrick Shi-Fan Huang

Employer firm

Hamilton Capital CRD 109116

$4.94B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 07/2019
  Morgan Stanley
  Columbus, OH
• 01/2015 → 07/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 12/2019 → 01/2024
  Source Financial Advisors
  New York, NY
• 07/2019 → 12/2019
  Unemployed
  New York, NY
• 02/2024 → 12/2025
  Hamilton Capital, Llc
  Columbus, OH
• 01/2026 → Present
  Hamilton Capital, Llc
  Columbus, OH

Previous Registrations

• 2019-12-19 → 2024-02-22
  Source Financial Advisors, Llc
  New York, NY
  Columbus, OH
• 2013-05-28 → 2019-07-05
  Morgan Stanley
  Columbus, OH
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2013-05-24

Other Names

• Patrick S Huang