Updated:
Clear Point Advisors
Clear Point Advisors was established in 1998 as a New York-based wealth manager and registered investment advisor. It delivers retirement planning, investment...
Clear Point Advisors
Clear Point Advisors was established in 1998 as a New York-based wealth manager and registered investment advisor. It delivers retirement planning, investment management, and portfolio management. The firm serves individuals, corporations, trusts, estates, and charitable organizations.
General information
Firm type
Bank / Wealth / Trust
Year founded
1998
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Melville
Corporate office
Melville, United States
Frequently asked questions
What services does Clear Point Advisors provide?
The firm provides investment advisory services, retirement planning, investment management, and portfolio management.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: