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Financial Advisor
New York
Melville
CLEAR POINT ADVISORS, INC.

CLEAR POINT ADVISORS, INC.

Tel: 631.333.2222 1 Huntington Quadrangle Suite 1s01 Melville, New York 11747

About CLEAR POINT ADVISORS, INC.

CLEAR POINT ADVISORS, INC. is a Melville, New York based financial advisory firm with nearly $216,404,655 in assets under management and provides investment advisory services for 582 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

111775

Firm SEC#:

801-55390

Assets Under Management:

$216,404,655

No. of Clients:

582

No. of Advisors:

4

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

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