Kevin Clariday Investment Advisor

KEVIN CLARIDAY INVESTMENT ADVISOR is an SEC-registered investment adviser. The firm manages approximately $22 million in regulatory assets. It has 1 employee...

Kevin Clariday Investment Advisor

KEVIN CLARIDAY INVESTMENT ADVISOR is an SEC-registered investment adviser. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Principals

Kevin Clariday

Is the firm a broker-dealer or a fiduciary?

As a registered investment advisor, the firm operates under a fiduciary standard, legally obligating it to place client interests first. This is a key structural distinction from broker-dealers, who operate under a less stringent suitability standard.

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