Unclaimed Profile

Clare Mccarren Kiesel

ALLEN & COMPANY OF FLORIDA, LLC·LAKELAND, Florida

SIE, Series 7, Series 9, Series 10, Series 66, Series 99TOClean record13 years registeredALLEN & COMPANY OF FLORIDA, LLC

1401 SOUTH FLORIDA AVE, LAKELAND, FL 33803CRD# 5934670Firm CRD# 25

Profile Verification

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

Identity

Clare Mccarren Kiesel · LAKELAND, FL

Registration

CRD #5934670 · ALLEN & COMPANY OF FLORIDA, LLC · 13 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Feb 2021 – present

ALLEN & COMPANY OF FLORIDA, LLC

Aug 2021 – Mar 2022

Boston, MA

UBS FINANCIAL SERVICES INC.

Oct 2012 – Feb 2021

MENLO PARK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Series 99TO

Registration record

First registered · October 25, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLEN & COMPANY OF FLORIDA, LLC

CRD 25 · SEC 801-57874

AUM

$1.4B

Regulatory assets under management

Employees

3,621 client accounts

Services offered by ALLEN & COMPANY OF FLORIDA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALLEN & COMPANY OF FLORIDA, LLC →

Introduction

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Frequently Asked Questions

What services does Clare Mccarren Kiesel offer?

Clare Mccarren Kiesel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKELAND, Florida for a consultation.

What are Clare Mccarren Kiesel's credentials?

Clare Mccarren Kiesel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clare Mccarren Kiesel located?

Clare Mccarren Kiesel is based in LAKELAND, Florida, working with ALLEN & COMPANY OF FLORIDA, LLC. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.

How does Clare Mccarren Kiesel charge for services?

Clare Mccarren Kiesel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEN & COMPANY OF FLORIDA, LLC?

ALLEN & COMPANY OF FLORIDA, LLC has approximately 65 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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