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Brittany Lee Pfister

CLEARWATER ADVISORS, LLC·BOISE, Idaho
SIE, Series 7, Series 24, Series 63Clean recordCLEARWATER ADVISORS, LLC
101 S. CAPITOL BLVD, BOISE, ID 83702CRD# 5504532Firm CRD# 116865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brittany Lee Pfister · BOISE, ID
Registration
CRD #5504532 · CLEARWATER ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CLEARWATER ADVISORS, LLC
CRD 116865 · SEC 801-60686
AUM
$3.8B
Regulatory assets under management
Employees
10
78 client accounts
Services offered by CLEARWATER ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CLEARWATER ADVISORS, LLC →
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04

Frequently Asked Questions

What services does Brittany Lee Pfister offer?
Brittany Lee Pfister specializes in Investment Management, Wealth Management. Contact their office in BOISE, Idaho for a consultation.
What are Brittany Lee Pfister's credentials?
Brittany Lee Pfister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brittany Lee Pfister located?
Brittany Lee Pfister is based in BOISE, Idaho, working with CLEARWATER ADVISORS, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Brittany Lee Pfister charge for services?
Brittany Lee Pfister'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 CLEARWATER ADVISORS, LLC?
CLEARWATER ADVISORS, LLC has approximately 10 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLEARWATER ADVISORS, LLC

Christopher Alan Brechbuhler
BOISE, ID
Daniel Bates
BOISE, ID
James Timothy Dunn
BOISE, ID
David Wayne Richardson
BOISE, ID
Philip James Bartlett
BOISE, ID
Rhet Nmn Hulbert
BOISE, ID

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