Clear Point Advisors, Inc.

Clear Point Advisors, Inc. (CRD# 111775) is a financial advisory firm headquartered in Melville, NY. They manage $135,578,557 in 609 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    609
    ACCOUNTS
  • Average Account Value
    $222,625
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
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, CT, FL, NJ, NY, TX

Financial Advisors at Clear Point Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Steven C. Brill
CRD#: 872514
One Huntington Quadrangle, Suite 2s10, Melville, NY 11747
96
Wealthminder
score

Steven Brill (CRD# 872514) is an Investment Advisor Representative working at Clear Point Advisors, Inc. in Melville, NY and has over 27 years of experience in the finance industry.

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