Clear Harbor Asset Management, LLC

Clear Harbor Asset Management, LLC (CRD# 152242) is a financial advisory firm headquartered in Stamford, CT. They manage $1,463,680,113 in 1,755 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
263 Tresser Blvd., Suite 1502, Stamford, CT 06901
https://www.linkedin.com/company/clear-harbor-asset-management/
By the Numbers
  • Total Assets Under Management
    1,464
    MILLION
  • Total Number of Accounts
    1,755
    ACCOUNTS
  • Average Account Value
    $834,006
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
  • Selection of other advisers (including private fund managers)
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 11 - 13 of 13 top financial advisors.
11
Matthew Sexton, financial advisor Stamford CT
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 19 years of experience in the finance industry.

12
Steven Shaw, financial advisor Stamford CT
Steven E. Shaw
CRD#: 1273749
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

Steven Shaw (CRD# 1273749) 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.

13
James Taliaferro, financial advisor Stamford CT
James D. Taliaferro
CRD#: 442139
263 Tresser Blvd., Suite 1502, Stamford, CT 06901

James Taliaferro (CRD# 442139) 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.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals