Antonia Clearwaters, financial advisor Mount Kisco NY
90 score

Antonia Clearwaters

CRD Number: 5616675
Current Firm: Clarity Investments + Planning LLC

Antonia Clearwaters (CRD# 5616675) is an Investment Advisor Representative working at Clarity Investments + Planning LLC in Mount Kisco, NY and has 1 year of experience in the finance industry. Antonia Clearwaters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Clarity Investments + Planning LLC New York, NY Oct 2008 - Current 8
Wealthstream Advisors, Inc. New York, NY Dec 2006 - May 2011 4
Unemployed New York, NY Apr 2006 - Dec 2006 < 1

Antonia Clearwaters has no recent exams reported.
Contact Info for Antonia S. Clearwaters
Phone Number: 212-730-7029
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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

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