Unclaimed Profile

Daniel Bates

CLEARWATER ADVISORS, LLC·BOISE, Idaho

SIE, Series 65, Series 79Clean record8 years registeredCLEARWATER ADVISORS, LLC

101 S. CAPITOL BLVD, BOISE, ID 83702CRD# 6531599Firm CRD# 116865

Profile Verification

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

Identity

Daniel Bates · BOISE, ID

Registration

CRD #6531599 · CLEARWATER ADVISORS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

CLEARWATER ADVISORS, LLC

May 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 65

Series 79

Registration record

First registered · May 15, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARWATER ADVISORS, LLC

CRD 116865 · SEC 801-60686

AUM

$3.8B

Regulatory assets under management

Employees

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 →

Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOISE?

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

Browse BOISE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel Bates offer?

Daniel Bates specializes in Investment Management, Wealth Management. Contact their office in BOISE, Idaho for a consultation.

What are Daniel Bates's credentials?

Daniel Bates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Bates located?

Daniel Bates is based in BOISE, Idaho, working with CLEARWATER ADVISORS, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does Daniel Bates charge for services?

Daniel Bates'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →