CLARITY FINANCIAL ADVISORS LLC
CRD #323321 SEC #801-126778 ST. PETERSBURG, FL (816) 786-5031
SEC Registered
Total AUM
$99.9M
Discretionary
$99.9M
Employees
2
Clients
101
Accounts
1,973
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROOT, WILLIAM, ANTHONY | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| ROOT, WILLIAM, ANTHONY | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| ROOT, WILLIAM, ANTHONY | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| ROOT, WILLIAM, ANTHONY | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| ROOT, WILLIAM, ANTHONY | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| ROOT, WILLIAM, ANTHONY | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| ROOT, WILLIAM, ANTHONY | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| ROOT, WILLIAM, ANTHONY | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| ROOT, WILLIAM, ANTHONY | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| ROOT, WILLIAM, ANTHONY | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| ROOT, WILLIAM, ANTHONY | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| Shultz, Trevor, K | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| Shultz, Trevor, K | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| Shultz, Trevor, K | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| Shultz, Trevor, K | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| Shultz, Trevor, K | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| Shultz, Trevor, K | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| Shultz, Trevor, K | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| Shultz, Trevor, K | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| Shultz, Trevor, K | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| Shultz, Trevor, K | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
| Shultz, Trevor, K | I | MANAGING MEMBER / PRINCIPAL / CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 3, 2025 REGISTERED
Notice Filings (16)
CA DE FL LA MD ME MS NC NY OR PA TN TX VA WA WV
Address
260 1ST AVE S.ST. PETERSBURG, FL 33710
United States
Phone: (816) 786-5031