Clear Point Advisors, Inc.

Clear Point Advisors, Inc. (CRD# 111775) is a financial advisory firm headquartered in Melville, NY. They manage $216,404,655 in 582 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1 Huntington Quadrangle, Suite 1s01, Melville, NY 11747
https://www.cptadvisors.com
By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    582
    ACCOUNTS
  • Average Account Value
    $371,829
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
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 - 3 of 3 top financial advisors.
1
Steven Brill, financial advisor Melville NY
Steven C. Brill
CRD#: 872514
1 Huntington Quadrangle, Suite 1s01, Melville, NY 11747

Steven Brill (CRD# 872514) is an Investment Advisor Representative working at Clear Point Advisors, Inc. in Melville, NY and has over 35 years of experience in the finance industry.

2
Barry Dampf, financial advisor Melville NY
Barry E. Dampf
CRD#: 1172107
1 Huntington Quadrangle, Suite 1s01, Melville, NY 11747

Barry Dampf (CRD# 1172107) is an Investment Advisor Representative working at Clear Point Advisors, Inc. in Melville, NY and has over 10 years of experience in the finance industry.

3
Robert Levine, financial advisor Melville NY
Robert L. Levine
CRD#: 4497608
1 Huntington Quadrangle, Suite 1s01, Melville, NY 11747

Robert Levine (CRD# 4497608) is an Investment Advisor Representative working at Clear Point Advisors, Inc. in Melville, NY and has over 2 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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