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).
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Total Assets Under Management372MILLION
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Total Number of Accounts935ACCOUNTS
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Average Account Value$398,193
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, DC, FL, MD, NC, TX, VA
Samuel Atherton (CRD# 4706300) is an Investment Advisor Representative working at Clearlogic Financial, Inc. in Reston, VA and has over 19 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.
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.
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.
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.
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.