Clear Harbor Wealth Management

Clear Harbor Wealth Management (CRD# 311114) is a financial advisory firm headquartered in Destin, FL. They manage $34,600,938 in 185 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4393 Commons Drive E., Suite 106, Destin, FL 32541
https://www.linkedin.com/company/clear-harbor-wealth-management
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $187,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • 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.

FL, TX

Financial Advisors at Clear Harbor Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Dustin Terry, financial advisor Destin FL
Dustin W. Terry
CRD#: 5487877
4393 Commons Drive E., Suite 106, Destin, FL 32541

Dustin Terry (CRD# 5487877) is an Investment Advisor Representative working at Clear Harbor Wealth Management in Destin, FL and has over 16 years of experience in the finance industry.

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.

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