Clear View Wealth Advisors, LLC
Clear View Wealth Advisors, LLC (CRD# 154094) is a financial advisory firm headquartered in , . They manage $3,808,611 in 65 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$58,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Steven Stanganelli (CRD# 3217444) is an Investment Advisor Representative working at Clear View Wealth Advisors, LLC in Amesbury, MA and has over 16 years of experience in the finance industry. Steven Stanganelli 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. Steven also holds the Chartered Retirement Planning Counselor (CRPC) and Accredited Estate Planner (AEP) designations.