Clear View Wealth Advisors, LLC

Clear View Wealth Advisors, LLC (CRD# 154094) is a financial advisory firm headquartered in , . They manage $13,263,151 in 64 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.bostontaxplanners.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $207,237
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Clear View Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Stanganelli, financial advisor Amesbury MA
Steven J. Stanganelli
CRD#: 3217444
Amesbury, MA

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.

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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