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).
Total Assets Under Management136MILLION
Total Number of Accounts609ACCOUNTS
Average Account Value$222,625
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CT, FL, NJ, NY, TX
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.