Daniel Bates, financial advisor Boise ID

Daniel Bates

CRD Number: 6531599
Current Firm: Clearwater Advisors, LLC

Daniel Bates (CRD# 6531599) is an Investment Advisor Representative working at Clearwater Advisors, LLC in Boise, ID and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Clearwater Advisors, LLC Boise, ID May 2018 - Current 3
Clearwater Advisors, LLC Boise, ID Apr 2018 - May 2018 < 1
Goldman Sachs & Company New York, NY Mar 2015 - Apr 2018 3
Goldman Sachs Dubai, Dec 2012 - Mar 2015 2
Credit Suisse Doha, Jul 2011 - Dec 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Daniel Bates
Phone Number: 208-433-1222
Registered State(s):
  • CA
  • ID
By the Numbers
  • Total Assets Under Management
    4,002
    MILLIONS
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $64,540,860
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, ID, WA

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