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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...
Overview
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
Frequently asked questions
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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