Antonia ClearwatersCRD 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.
Altium Wealth Management LLC
H. Beck, Inc.
Karagosian Financial Services, Inc.
|Clarity Investments + Planning LLC||New York, NY||Oct 2008 - Current||9|
|Wealthstream Advisors, Inc.||New York, NY||Dec 2006 - May 2011||4|
|Unemployed||New York, NY||Apr 2006 - Dec 2006||< 1|
Total Assets Under Management63MILLIONS
Total Number of Accounts276ACCOUNTS
Average Account Value$229,211
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, MD, NJ, NY, TX