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William Tennyson Sanders

CLEAR ROCK ADVISORS, LLC·KERRVILLE, Texas
Series 6, Series 7, Series 63, Series 65, Series 66Clean record24 years registeredCLEAR ROCK ADVISORS, LLC
200 EARL GARRETT STREET, KERRVILLE, TX 78028CRD# 3235351Firm CRD# 282716

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Tennyson Sanders · KERRVILLE, TX
Registration
CRD #3235351 · CLEAR ROCK ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

TRUE NORTH ADVISORS, LLC
Sep 2024 – present
CLEAR ROCK ADVISORS, LLC
Feb 2016 – Sep 2024
KERRVILLE, TX
MATTERHORN CAPITAL MANAGEMENT, LLC
Apr 2015 – Dec 2015
SAN ANTONIO, TX
LOCKWOOD ADVISORS INC
Apr 2002 – Mar 2004
MALVERN, PA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Series 66
Registration record
First registered · April 9, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLEAR ROCK ADVISORS, LLC
CRD 282716 · SEC 801-107233
AUM
$430M
Regulatory assets under management
Employees
7
570 client accounts
Services offered by CLEAR ROCK ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLEAR ROCK ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does William Tennyson Sanders offer?
William Tennyson Sanders specializes in Financial Planning, Investment Management. Contact their office in KERRVILLE, Texas for a consultation.
What are William Tennyson Sanders's credentials?
William Tennyson Sanders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Tennyson Sanders located?
William Tennyson Sanders is based in KERRVILLE, Texas, working with CLEAR ROCK ADVISORS, LLC. Their office serves clients in the KERRVILLE metropolitan area and surrounding communities.
How does William Tennyson Sanders charge for services?
William Tennyson Sanders'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 CLEAR ROCK ADVISORS, LLC?
CLEAR ROCK ADVISORS, LLC has approximately 7 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLEAR ROCK ADVISORS, LLC

Charles Ferrell Hall
KERRVILLE, TX
Royce Wesley Medlin
KERRVILLE, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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