Clear Brook Advisors, Inc.

Clear Brook Advisors, Inc. (CRD# 132045) is a financial advisory firm headquartered in Boston, MA. They manage $647,000,000 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    647
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $25,880,000
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NY

Financial Advisors at Clear Brook Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Alexander A. Munnell
CRD#: 5296229
29 Commonwealth Avenue, 4th Floor, Boston, MA 02116
88
Wealthminder
score

Alexander Munnell (CRD# 5296229) is an Investment Advisor Representative working at Clear Brook Advisors, Inc. in Boston, MA and has 1 year of experience in the finance industry.

2
Nicolas E. Dilisio
CRD#: 6825137
29 Commonwealth Avenue, 4th Floor, Boston, MA 02116
87
Wealthminder
score

Nicolas Dilisio (CRD# 6825137) is an Investment Advisor Representative working at Clear Brook Advisors, Inc. in Boston, MA and has 1 year of experience in the finance industry.

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