AdvisorOS Directory
Claim Profile
RL

Ray Matthew Lombardo

CLEARVIEW INVESTMENT PARTNERS, LLC·COSTA MESA, California
Unclaimed Profile
3151 AIRWAY AVENUE, COSTA MESA, CA 92626CRD# 1865438Firm CRD# 150046
01

About

Ray Matthew Lombardo is a registered financial advisor based in COSTA MESA, California, affiliated with CLEARVIEW INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLEARVIEW INVESTMENT PARTNERS, LLC
CLEARVIEW INVESTMENT PARTNERS, LLC
AUM
$94M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CLEARVIEW INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1865438
Firm CRD# 150046
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in COSTA MESA?

Browse all registered financial advisors in COSTA MESA, California or claim this profile if it's yours.

Browse COSTA MESA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ray Matthew Lombardo offer?
Ray Matthew Lombardo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COSTA MESA, California for a consultation.
What are Ray Matthew Lombardo's credentials?
Ray Matthew Lombardo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ray Matthew Lombardo located?
Ray Matthew Lombardo is based in COSTA MESA, California, working with CLEARVIEW INVESTMENT PARTNERS, LLC. Their office serves clients in the COSTA MESA metropolitan area and surrounding communities.
How does Ray Matthew Lombardo charge for services?
Ray Matthew Lombardo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARVIEW INVESTMENT PARTNERS, LLC?
CLEARVIEW INVESTMENT PARTNERS, LLC has approximately 3 employees and manages $94M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in COSTA MESA
Kevin Brian Arnold — CLEARVIEW INVESTMENT PARTNERS, LLCAlan Alfredo Flores — CLEARVIEW INVESTMENT PARTNERS, LLCRobert James Roche — 20/20 CAPITAL MANAGEMENT, INCSteven Glenn Check — CHECK CAPITAL MANAGEMENT INCKenneth Gordon Hobbs — CLEARVIEW INVESTMENT PARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile