Unclaimed Profile

Robert William Liptak

CLARUS VENTURES LLC·CAMBRIDGE, Massachusetts

Clean recordCLARUS VENTURES LLC

101 MAIN ST, CAMBRIDGE, MA 02142CRD# 2476048Firm CRD# 160980

Profile Verification

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

Identity

Robert William Liptak · CAMBRIDGE, MA

Registration

CRD #2476048 · CLARUS VENTURES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert William Liptak is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with CLARUS VENTURES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CLARUS VENTURES, LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLARUS VENTURES, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2476048

Firm CRD# 160980

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert William Liptak offer?

Robert William Liptak specializes in Retirement Planning. Contact their office in CAMBRIDGE, Massachusetts for a consultation.

What are Robert William Liptak's credentials?

Robert William Liptak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert William Liptak located?

Robert William Liptak is based in CAMBRIDGE, Massachusetts, working with CLARUS VENTURES LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.

How does Robert William Liptak charge for services?

Robert William Liptak's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARUS VENTURES LLC?

CLARUS VENTURES LLC has approximately 28 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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