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).
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Total Assets Under Management792MILLION
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Total Number of Accounts942ACCOUNTS
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Average Account Value$840,797
- A percentage of assets under your management
- Performance-based fees
- 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
AK, CA, CT, DC, FL, IL, MA, MD, ME, NH, NJ, NY, PA, TX, VA, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.