Clear Perspective Advisors, LLC

Clear Perspective Advisors, LLC (CRD# 157447) is a financial advisory firm headquartered in Saint Charles, IL. They manage $252,982,421 in 1,215 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    253
    MILLION
  • Total Number of Accounts
    1,215
    ACCOUNTS
  • Average Account Value
    $208,216
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CA, FL, IL, MN, TX, WI

Financial Advisors at Clear Perspective Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jonathan Hylton
CRD#: 4048248
201 N. Constitution Dr. Suite 2, Aurora, IL 60506
103
Wealthminder
score

Jonathan Hylton (CRD# 4048248) is an Investment Advisor Representative working at Clear Perspective Advisors, LLC in Aurora & Saint Charles, IL and has over 16 years of experience in the finance industry. Jonathan Hylton 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Nicholas A. Latko
CRD#: 5061704
202 W. Main Street, Second Floor, Saint Charles, IL 60174
101
Wealthminder
score

Nicholas Latko (CRD# 5061704) is an Investment Advisor Representative working at Clear Perspective Advisors, LLC in Saint Charles, IL and has over 10 years of experience in the finance industry. Nicholas Latko 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.

3
Stewart A. Beach
CRD#: 2555962
202 W. Main Street, Second Floor, Saint Charles, IL 60174
96
Wealthminder
score

Stewart Beach (CRD# 2555962) is an Investment Advisor Representative working at Clear Perspective Advisors, LLC in Saint Charles, IL and has over 22 years of experience in the finance industry. Stewart Beach 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.

4
Gregory D. Gregory
CRD#: 6255109
201 N. Constitution Drive, #2, Aurora, IL 60506
96
Wealthminder
score

Gregory Gregory (CRD# 6255109) is an Investment Advisor Representative working at Clear Perspective Advisors, LLC in Aurora, IL and has over 2 years of experience in the finance industry. He is currently studying to take the CFP® exam in July 2016.

5
Dayle J. Malone
CRD#: 2472862
202 W. Main Street, Second Floor, Saint Charles, IL 60174
96
Wealthminder
score

Dayle Malone (CRD# 2472862) is an Investment Advisor Representative working at Clear Perspective Advisors, LLC in Saint Charles, IL and has over 22 years of experience in the finance industry.

6
Michael J. Morcos
CRD#: 2567027
202 W. Main Street, Second Floor, Saint Charles, IL 60174
93
Wealthminder
score

Michael Morcos (CRD# 2567027) is an Investment Advisor Representative working at Clear Perspective Advisors, LLC in Saint Charles, IL and has over 21 years of experience in the finance industry.

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