Stephen Clair, financial advisor Barrington RI
89 score

Stephen Clair

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Hall Capital Management Company, Inc. Barrington, RI Jun 2013 - Current 3
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
Contact Info for Stephen M. Clair
Phone Number: 401-245-0049
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    591
    ACCOUNTS
  • Average Account Value
    $361,397
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, FL, GA, MA, NH, NY, RI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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