Daniel Hamilton

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2022 → 10/2023
  Equitable Advisors, Llc.
  New York, NY
• 08/2018 → 05/2022
  Fordham University
  Bronx, NY
• 06/2021 → 08/2021
  Eze Castle Integration
  New York, NY
• 06/2020 → 08/2020
  Eze Castle Integration
  New York, NY
• 06/2019 → 08/2019
  Ledgex Systems
  Waltham, MA
• 01/2019 → 06/2022
  Hamilton And Hamilton Pc
  Waltham, MA
• 08/2014 → 06/2018
  Lincoln Sudbury Regional High School
  Sudbury, MA
• 10/2023 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY
• 2022-09-28 → 2023-11-01
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-09-26

Other Names

• Daniel J Hamilton
• Daniel Hamilton