Unclaimed Profile

Todd Allen Rustman

CLARITY CAPITAL PARTNERS LLC·NEWPORT BEACH, California

CLARITY CAPITAL PARTNERS LLC

5000 BIRCH STREET, STE 100, NEWPORT BEACH, CA 92660CRD# 2453708Firm CRD# 129898

Profile Verification

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

Identity

Todd Allen Rustman · NEWPORT BEACH, CA

Registration

CRD #2453708 · CLARITY CAPITAL PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Todd Allen Rustman is a registered financial advisor based in NEWPORT BEACH, California, affiliated with CLARITY CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

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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Firm Overview

Firm

CLARITY CAPITAL PARTNERS LLC

CLARITY CAPITAL PARTNERS

AUM

$371M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2453708

Firm CRD# 129898

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd Allen Rustman offer?

Todd Allen Rustman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Todd Allen Rustman's credentials?

Todd Allen Rustman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Allen Rustman located?

Todd Allen Rustman is based in NEWPORT BEACH, California, working with CLARITY CAPITAL PARTNERS LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Todd Allen Rustman charge for services?

Todd Allen Rustman'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 LLC?

CLARITY CAPITAL PARTNERS LLC 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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