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Advisors / Massachusetts / Boston
5yrs

Edwin Hamlin

Financial advisor at Clarendon Private

Based in Boston, Massachusetts, Edwin Hamlin is a financial advisor with 5 years of industry experience. Edwin has been with Clarendon Private since 2023; before that, Edwin spent two years at SVB Wealth. Edwin holds the CFP® designation.

One of 3765 advisors with offices in Boston.

Boston, MA 02116CFP®
Call the officeDirections

At a glance

Experience5 years (since 2021)
How that compares ?5 years in the industry
Office131 Clarendon Street 4th Floor, Boston, MA 02116
How the firm is paid ?Percent of assets
Typical client at the firm ?$4.14 million
Advisors at the firm6
States licensed ?1 state

Services through Clarendon Private

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

None listed.

Career

  1. 2023 – now
  2. 2021 – 2023
    SVB WealthPreviously

Questions to ask Edwin

Tailored to Edwin’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Edwin

How do I contact Edwin?

Call Clarendon Private at (617) 927-7999 and ask for Edwin Hamlin. Edwin works from the Boston, MA office.

How long has Edwin been a financial advisor?

Edwin has been in the industry since 2021, about 5 years. 5 years in the industry.

What licenses does Edwin hold?

No exams are listed on the official record.

Is Edwin a fiduciary?

Edwin is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Edwin paid?

Clarendon Private reports being paid by a percentage of the assets they manage. Ask Edwin for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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