Clear Harbor Asset Management, LLC

Clear Harbor Asset Management, LLC (CRD# 152242) is a financial advisory firm headquartered in Stamford, CT. They manage $1,042,984,079 in 1,207 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,043
    MILLION
  • Total Number of Accounts
    1,207
    ACCOUNTS
  • Average Account Value
    $864,113
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
The map below shows states where this firm has explicit registration only.

AK, CA, CO, 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 13 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 17 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 29 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 29 years of experience in the finance industry.

4
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 19 years of experience in the finance industry.

5
Henrik Brun
CRD#: 2262153
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Henrik Brun (CRD# 2262153) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has over 27 years of experience in the finance industry.

6
Jacques N. Cattier
CRD#: 5176997
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Jacques Cattier (CRD# 5176997) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has 1 year 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 23 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 42 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 27 years of experience in the finance industry.

10
Alexander W. Russell
CRD#: 7791772
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Alexander Russell (CRD# 7791772) is an Investment Advisor Representative working at Clear Harbor Asset Management, LLC in Stamford, CT and has 1 year of experience in the finance industry.

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