AdvisorOS Directory
Claim Profile
RP

Robert Dean Petty

CLEARWATER CAPITAL PARTNERS, LLC·WILTON, Connecticut
Unclaimed Profile
15 RIVER ROAD, WILTON, CT 06897CRD# 1303593Firm CRD# 157451
01

About

Robert Dean Petty is a registered financial advisor based in WILTON, Connecticut, affiliated with CLEARWATER CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CLEARWATER CAPITAL PARTNERS, LLC
CLEARWATER CAPITAL PARTNERS, LLC
AUM
$1.3B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at CLEARWATER CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1303593
Firm CRD# 157451
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WILTON?

Browse all registered financial advisors in WILTON, Connecticut or claim this profile if it's yours.

Browse WILTON 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 Robert Dean Petty offer?
Robert Dean Petty specializes in Retirement Planning. Contact their office in WILTON, Connecticut for a consultation.
What are Robert Dean Petty's credentials?
Robert Dean Petty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Dean Petty located?
Robert Dean Petty is based in WILTON, Connecticut, working with CLEARWATER CAPITAL PARTNERS, LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Robert Dean Petty charge for services?
Robert Dean Petty'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 CLEARWATER CAPITAL PARTNERS, LLC?
CLEARWATER CAPITAL PARTNERS, LLC has approximately 38 employees and manages $1.3B 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 WILTON
Jeffrey Mitchell Shaw — ARMSTRONG SHAW ASSOCIATES INC.Craig Dan Jensen — ROUND ROCK ADVISORS LLCBruce Douglas Martin — STILL LAKE CAPITAL, LLCKeith Morgan Schappert — COMMONFUND CAPITAL, INC.Monica Carol Grady — ARMSTRONG SHAW ASSOCIATES INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile