CLEAR RETIREMENT ADVICE LLC
CRD #292667 SEC #801-132499 SAN MATEO, CA 650-446-5440
SEC Registered
Total AUM
$108.2M
Discretionary
$108.2M
Employees
1
Clients
0
Accounts
178
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 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 |
|---|---|---|---|---|
| SCHWARZ, JAMES, MARSHALL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 23, 2025 REGISTERED
Notice Filings (1)
CA
Address
1900 S NORFOLK ST,SUITE 350
SAN MATEO, CA 94403
United States
Phone: 650-446-5440