Clearlogic Financial, Inc.

Clearlogic Financial, Inc. (CRD# 133114) is a financial advisory firm headquartered in Reston, VA. They manage $372,310,467 in 935 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    372
    MILLION
  • Total Number of Accounts
    935
    ACCOUNTS
  • Average Account Value
    $398,193
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, DC, FL, MD, NC, TX, VA

Financial Advisors at Clearlogic Financial, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Samuel M. Atherton
CRD#: 4706300
11107 Sunset Hills Road, Suite 220, Reston, VA 20190

Samuel Atherton (CRD# 4706300) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has over 20 years of experience in the finance industry. Samuel Atherton 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephanie S. Murphy
CRD#: 7056248
11107 Sunset Hills Road, Suite 220, Reston, VA 20190

Stephanie Murphy (CRD# 7056248) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has over 4 years of experience in the finance industry.

3
Shawn Steel
CRD#: 6161447
11107 Sunset Hills Road, Suite 220, Reston, VA 20190

Shawn Steel (CRD# 6161447) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has over 10 years of experience in the finance industry. Shawn Steel 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 put clients' interests first and comply with the Financial Planning Practice Standards.

4
Andrew D. Chaffee
CRD#: 7556297
11107 Sunset Hills Road, Suite 220, Reston, VA 20190

Andrew Chaffee (CRD# 7556297) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has 1 year of experience in the finance industry.

5
Julie R. Hurd
CRD#: 7531454
11107 Sunset Hills Road, Suite 220, Reston, VA 20190

Julie Hurd (CRD# 7531454) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has 1 year of experience in the finance industry.

6
Belinda L. Ramberg
CRD#: 3171421
11107 Sunset Hills Road, Suite 220, Reston, VA 20190

Belinda Ramberg (CRD# 3171421) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.