Clare Dandridge (CRD# 6825726) is an Investment Advisor Representative working at Corient in Seattle, WA and has over 4 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corient Services LLC | Miami, FL | Jul 2023 - Current | < 1 |
| Corient | Seattle, WA | Jan 2023 - Current | 1 |
| Cpwm, LLC | Seattle, WA | May 2018 - Aug 2023 | 5 |
| Cipw Service Company, LLC | Toronto, | Jan 2023 - Jul 2023 | < 1 |
| Northwestern Mutual | Seattle, WA | Jun 2017 - Apr 2018 | < 1 |
| University Of Washington | Seattle, WA | Aug 2013 - Jun 2017 | 3 |
| Van Wycke & Porter - Windermere Re/ Capital Hill Inc. | Seattle, WA | Jun 2016 - Sep 2016 | < 1 |
| University Of Washington - Human Resources And Planning | Seattle, WA | Feb 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- TX
- WA
-
Total Assets Under Management118,192MILLIONS
-
Total Number of Accounts97,020ACCOUNTS
-
Average Account Value$1,218,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.