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Clare Elizabeth Wherley

LASSUS WHERLEY & ASSOCIATES, INC.·NEW PROVIDENCE, New Jersey
Clean recordLASSUS 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Clare Elizabeth Wherley is a registered financial advisor based in NEW PROVIDENCE, New Jersey, affiliated with LASSUS WHERLEY & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LASSUS WHERLEY & ASSOCIATES, INC.
LASSUS WHERLEY
AUM
$617M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at LASSUS WHERLEY & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4392310
Firm CRD# 110924
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Clare Elizabeth Wherley offer?
Clare Elizabeth Wherley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW PROVIDENCE, New Jersey for a consultation.
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, working with LASSUS WHERLEY & ASSOCIATES, INC.. Their office serves clients in the NEW PROVIDENCE metropolitan area and surrounding communities.
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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Other Advisors at LASSUS WHERLEY & ASSOCIATES, INC.

Todd Martin Poland
NEW PROVIDENCE, NJ
Diahann Wyke Lassus
NEW PROVIDENCE, NJ
Deborah Joan Rivosa
NEW PROVIDENCE, NJ

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