Shaun P. Hamilton

ANDERSEN

BOSTON, MA 02110

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CRD#: 7293859

Professional summary

Shaun Paul Hamilton, AIF® is a registered financial advisor currently at ANDERSEN located in Boston, Massachusetts.

Shaun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Shaun has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Aramark, Boston, MA; non-investment related; food vendor at Red Sox games; 4/2008; zero hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shaun Paul Hamilton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

December 21, 2020 - Present

ANDERSEN

Office #1: 125 High Street Suite 2614, Boston, MA 02110

RIA

CRD#: 124205

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ANDERSEN

ANDERSEN | WTAS LLC | WEALTH AND TAX ADVISORY SERVICES, INC. | ANDERSEN TAX LLC

CRD#: 124205 / SEC#: 801-61693

RIA

Registered Investment Advisory firm - (1/9/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(12/21/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/11/2020

Uniform Investment Adviser Law Examination

Current Firm

ANDERSEN

ANDERSEN | WTAS LLC | WEALTH AND TAX ADVISORY SERVICES, INC. | ANDERSEN TAX LLC

CRD#: 124205 / SEC#: 801-61693

RIA

Registered Investment Advisory firm - (1/9/2003 Approved)

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Contact information

Main Address

1861 International Drive Suite 501, Mclean, VA 22102

Mailing Address

Phone number

(571) 382-0020

Established

Firm type

Fiscal year end

# of Employees

1,970

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANDERSEN FORM ADV PART 1A 3-31-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	584
AUM (Assets Under Management)	$ 6,080,097,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/13/2025	Cover Page	Report
01/22/2024	Cover Page	Report
09/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Shaun P. Hamilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shaun Paul Hamilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANDERSEN

Primary Firm SEC Registration

ANDERSEN

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2020

Current Firm

ANDERSEN

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ANDERSEN

TRUST BUT VERIFY

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