Unclaimed Profile

Clare Elizabeth Wherley

LASSUS WHERLEY & ASSOCIATES, INC.·NEW PROVIDENCE, New Jersey

Clean record24 years registeredLASSUS WHERLEY & ASSOCIATES, INC.

1 ACADEMY STREET, NEW PROVIDENCE, NJ 07974-1842CRD# 4392310Firm CRD# 110924

Profile Verification

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

Identity

Clare Elizabeth Wherley · NEW PROVIDENCE, NJ

Registration

CRD #4392310 · LASSUS WHERLEY & ASSOCIATES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LASSUS WHERLEY & ASSOCIATES, INC.

LASSUS WHERLEY

Jun 2002 – Jan 2021

NEW PROVIDENCE, NJ

Registrations & Exams

Registration record

First registered · June 18, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LASSUS WHERLEY & ASSOCIATES, INC.

CRD 110924 · SEC 801-27567

AUM

$617M

Regulatory assets under management

Employees

1,586 client accounts

Services offered by LASSUS WHERLEY & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LASSUS WHERLEY & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Clare Elizabeth Wherley offer?

Clare Elizabeth Wherley specializes in Financial Planning, Investment Management, Wealth Management.

What are Clare Elizabeth Wherley's credentials?

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

Where is Clare Elizabeth Wherley located?

Clare Elizabeth Wherley is based in NEW PROVIDENCE, New Jersey, last registered with LASSUS WHERLEY & ASSOCIATES, INC..

How does Clare Elizabeth Wherley charge for services?

Clare Elizabeth Wherley'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 LASSUS WHERLEY & ASSOCIATES, INC.?

LASSUS WHERLEY & ASSOCIATES, INC. has approximately 17 employees and manages $617M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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