Stephen ClairCRD Number: 6206360
Current Firm: Hall Capital Management Company, Inc.
Stephen Clair (CRD# 6206360) is an Investment Advisor Representative working at Hall Capital Management Company, Inc. in Barrington, RI and has over 4 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Hall Capital Management Company, Inc.||Barrington, RI||Jun 2013 - Current||4|
|Rhode Island College||Providence, RI||Sep 2008 - May 2013||4|
|The Carnegie Abbey Club||Portsmouth, RI||Sep 2010 - Sep 2012||2|
|Simplex Engine||Providence, RI||Sep 2010 - Dec 2010||< 1|
|Newport Country Club||Newport, RI||Sep 2006 - Sep 2010||4|
|Rogers High School||Newport, RI||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management231MILLIONS
Total Number of Accounts265ACCOUNTS
Average Account Value$873,539
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, NH, NY, RI
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