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Donald Roger Brooke Liddell

CLEAR HARBOR ASSET MANAGEMENT, LLC·STAMFORD, Connecticut
Unclaimed Profile
263 TRESSER BLVD., STAMFORD, CT 06901CRD# 309250Firm CRD# 152242
01

About

Donald Roger Brooke Liddell is a registered financial advisor based in STAMFORD, Connecticut, affiliated with CLEAR HARBOR ASSET MANAGEMENT, LLC. 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
03

Firm Overview

Firm
CLEAR HARBOR ASSET MANAGEMENT, LLC
CLEAR HARBOR ASSET MANAGEMENT, LLC
AUM
$1.5B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at CLEAR HARBOR ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 309250
Firm CRD# 152242
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Roger Brooke Liddell offer?
Donald Roger Brooke Liddell specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Donald Roger Brooke Liddell's credentials?
Donald Roger Brooke Liddell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Roger Brooke Liddell located?
Donald Roger Brooke Liddell is based in STAMFORD, Connecticut, working with CLEAR HARBOR ASSET MANAGEMENT, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Donald Roger Brooke Liddell charge for services?
Donald Roger Brooke Liddell's firm is compensated through percentage of aum, 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 CLEAR HARBOR ASSET MANAGEMENT, LLC?
CLEAR HARBOR ASSET MANAGEMENT, LLC has approximately 19 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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