Daniel Hamilton
Private Client Associate @ Fidelity | Series 7, Series 66, CFP Candidate
- Role
- Css Iii at Fidelity Investments
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Daniel Hamilton
I am currently a High Net Worth Associate at Fidelity Investments, helping their high net worth clients with their personal investing needs. I have experience as a Financial Consultant at Equitable, helping clients meet their financial goals for retirement and beyond. I have multiple certifications, including New York Life, Accident, and Health Insurance agent, SIE, Series 7, and Series 66, that enable me to offer a wide range of products and services to meet diverse client needs.I have a strong background in financial analysis, data analysis, and financial planning, which I developed through my education and internships. I graduated cum laude from Fordham Gabelli School of Business with a Bachelor of Science in Finance in 2022. I also completed internships at ECI, Eze Castle Integration, and Ledgex Systems, where I gained hands-on experience in creating and using profit and loss models, analyzing client and product profitability, and working with financial technology tools. I have a passion for learning new skills and technologies.
Experience
Css Iii
Jul 2025 — Present · New York, NY, US
Private client and Managed Account group specialist.
Education
New York University
CFP® Candidate
Lincoln-Sudbury Regional High School
High School Diploma
2014 — 2018
Fordham Gabelli School of Business
Bachelor of Science - BS, Finance
2018 — 2022
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