CLEARVIEW FINANCIAL PLANNING, INC.
CRD #291834 SEC #801-120791 SOUTHOLD, NY (631) 765-8110
SEC Registered
Total AUM
$32.2M
Discretionary
$31.9M
Employees
1
Clients
25
Accounts
39
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DICKERSON, DAVID, CARLETON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DICKERSON, DAVID, CARLETON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DICKERSON, DAVID, CARLETON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DICKERSON, DAVID, CARLETON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DICKERSON, DAVID, CARLETON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DICKERSON, DAVID, CARLETON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DICKERSON, DAVID, CARLETON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DICKERSON, DAVID, CARLETON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DICKERSON, DAVID, CARLETON | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (2)
LA NY
Address
51020 MAIN ROADSOUTHOLD, NY 11971
United States
Phone: (631) 765-8110