Unclaimed Profile

Eileen Stancati Clune

CLUNE & ASSOCIATES·CHICAGO, Illinois

Series 6, Series 7, Series 22, Series 24, Series 63CFP28 years registeredCLUNE & ASSOCIATES

980 N MICHIGAN AVENUE STE 1650, CHICAGO, IL 60611CRD# 1067388Firm CRD# 104708

Profile Verification

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

Identity

Eileen Stancati Clune · CHICAGO, IL

Registration

CRD #1067388 · CLUNE & ASSOCIATES · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLUNE & ASSOCIATES

CLUNE & ASSOCIATES

Sep 1997 – Nov 2024

VERO BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · September 8, 1997

Years registered · 28

Professional designation · CFP

Disclosure History

2023Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CLUNE & ASSOCIATES, LTD.

CRD 104708 · SEC 801-34937

AUM

$583M

Regulatory assets under management

Employees

772 client accounts

Services offered by CLUNE & ASSOCIATES, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLUNE & ASSOCIATES, LTD. →

Introduction

Speak with Eileen

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

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

Looking for a financial advisor in CHICAGO?

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

Browse CHICAGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Eileen Stancati Clune offer?

Eileen Stancati Clune specializes in Financial Planning, Investment Management, Wealth Management.

What are Eileen Stancati Clune's credentials?

Eileen Stancati Clune holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Eileen Stancati Clune located?

Eileen Stancati Clune is based in CHICAGO, Illinois, last registered with CLUNE & ASSOCIATES.

How does Eileen Stancati Clune charge for services?

Eileen Stancati Clune's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLUNE & ASSOCIATES?

CLUNE & ASSOCIATES has approximately 5 employees and manages $583M 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 →