Unclaimed Profile

Howard Robard Dal Monte

CLARITY WEALTH MANAGEMENT, L.L.C.·MESA, Arizona

SIE, Series 6, Series 7, Series 63, Series 6617 years registeredCLARITY WEALTH MANAGEMENT, L.L.C.

1234 S. POWER RD., MESA, AZ 85206CRD# 5074419Firm CRD# 284874

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Howard Robard Dal Monte · MESA, AZ

Registration

CRD #5074419 · CLARITY WEALTH MANAGEMENT, L.L.C. · 17 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Dec 2025 – present

CLARITY WEALTH MANAGEMENT, L.L.C.

Nov 2016 – present

LPL FINANCIAL LLC

Oct 2015 – Mar 2017

FORT MILL, SC

WELLS FARGO ADVISORS, LLC

Mar 2012 – Oct 2015

MESA, AZ

EDWARD JONES

Jun 2009 – Mar 2012

MESA, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · June 4, 2009

Years registered · 17

Disclosure History

2013Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CLARITY WEALTH MANAGEMENT, L.L.C.

CRD 284874 · SEC 801-123481

AUM

$146M

Regulatory assets under management

Employees

560 client accounts

Services offered by CLARITY WEALTH MANAGEMENT, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARITY WEALTH MANAGEMENT, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Howard Robard Dal Monte offer?

Howard Robard Dal Monte specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MESA, Arizona for a consultation.

What are Howard Robard Dal Monte's credentials?

Howard Robard Dal Monte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Howard Robard Dal Monte located?

Howard Robard Dal Monte is based in MESA, Arizona, working with CLARITY WEALTH MANAGEMENT, L.L.C.. Their office serves clients in the MESA metropolitan area and surrounding communities.

How does Howard Robard Dal Monte charge for services?

Howard Robard Dal Monte's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARITY WEALTH MANAGEMENT, L.L.C.?

CLARITY WEALTH MANAGEMENT, L.L.C. has approximately 4 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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