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Brittany Danielle Slater-Gautreau

CLARITY CAPITAL PARTNERS·NEWPORT BEACH, California
CLARITY 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
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Brittany Danielle Slater-Gautreau is a registered financial advisor based in NEWPORT BEACH, California, affiliated with CLARITY CAPITAL PARTNERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CLARITY CAPITAL PARTNERS LLC
CLARITY CAPITAL PARTNERS
AUM
$371M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at CLARITY CAPITAL PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4885737
Firm CRD# 129898
View on FINRA BrokerCheck →

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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

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Research
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