Clear Harbor Asset Management, LLC

Clear Harbor Asset Management, LLC (CRD# 152242) is a financial advisory firm headquartered in Stamford, CT. They manage $792,030,491 in 942 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    792
    MILLION
  • Total Number of Accounts
    942
    ACCOUNTS
  • Average Account Value
    $840,797
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
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.

AK, CA, CT, DC, FL, IL, MA, MD, ME, NH, NJ, NY, PA, TX, VA, WA

Financial Advisors at Clear Harbor Asset Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Jeb S. Armstrong
CRD#: 2994929
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Jeb Armstrong (CRD# 2994929) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 14 years of experience in the finance industry.

2
Kirstin S. Mobyed
CRD#: 2316966
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Kirstin Mobyed (CRD# 2316966) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 25 years of experience in the finance industry.

3
Michael H. Scholten
CRD#: 2218361
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Michael Scholten (CRD# 2218361) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 26 years of experience in the finance industry.

4
Gaiti S. Ali
CRD#: 2260375
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Gaiti Ali (CRD# 2260375) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 26 years of experience in the finance industry.

5
Ian A. Armstrong
CRD#: 4901391
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Ian Armstrong (CRD# 4901391) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 16 years of experience in the finance industry.

6
Timothy O. Drinkall
CRD#: 4752062
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Timothy Drinkall (CRD# 4752062) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 16 years of experience in the finance industry.

7
Aaron J. Kennon
CRD#: 2877705
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Aaron Kennon (CRD# 2877705) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 20 years of experience in the finance industry.

8
Donald Roger B. Liddell
CRD#: 309250
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Donald Roger Liddell (CRD# 309250) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 39 years of experience in the finance industry.

9
Joseph M. Rizzo
CRD#: 1515821
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Joseph Rizzo (CRD# 1515821) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 24 years of experience in the finance industry.

10
Matthew W. Sexton
CRD#: 2906497
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Matthew Sexton (CRD# 2906497) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 16 years of experience in the finance industry. Matthew Sexton 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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