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Brittany Danielle Slater-Gautreau

CLARITY CAPITAL PARTNERS·NEWPORT BEACH, California
SIE, Series 7, Series 63, Series 6511 years registeredCLARITY CAPITAL PARTNERS
5000 BIRCH STREET, STE 100, NEWPORT BEACH, CA 92660CRD# 4885737Firm CRD# 129898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brittany Danielle Slater-Gautreau · NEWPORT BEACH, CA
Registration
CRD #4885737 · CLARITY CAPITAL PARTNERS · 11 years registered
Brand Profile
Not yet started
01

Career History

CREATIVEONE WEALTH, LLC
May 2025 – present
ALPHA CUBED INVESTMENTS, LLC
Jul 2016 – Sep 2016
Bellevue, WA
CLARITY CAPITAL PARTNERS
Mar 2015 – May 2025
NEWPORT BEACH, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · March 10, 2015
Years registered · 11
03

Disclosure History

2025Customer Dispute·Pending
2022Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
CLARITY CAPITAL PARTNERS LLC
CRD 129898 · SEC 801-62893
AUM
$371M
Regulatory assets under management
Employees
12
974 client accounts
Services offered by CLARITY CAPITAL PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CLARITY CAPITAL PARTNERS LLC →
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05

Frequently Asked Questions

What services does Brittany Danielle Slater-Gautreau offer?
Brittany Danielle Slater-Gautreau specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Brittany Danielle Slater-Gautreau's credentials?
Brittany Danielle Slater-Gautreau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brittany Danielle Slater-Gautreau located?
Brittany Danielle Slater-Gautreau is based in NEWPORT BEACH, California, working with CLARITY CAPITAL PARTNERS. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Brittany Danielle Slater-Gautreau charge for services?
Brittany Danielle Slater-Gautreau's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARITY CAPITAL PARTNERS?
CLARITY CAPITAL PARTNERS has approximately 12 employees and manages $371M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLARITY CAPITAL PARTNERS

Todd Allen Rustman
NEWPORT BEACH, CA
CFPCFA

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