CLEARWATER CAPITAL PARTNERS, LLC

WILTON, Connecticut·8 registered advisors·CRD# 157451
SEC# 801-741404212-201-8544
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CLEARWATER CAPITAL PARTNERS, LLC

8 registered advisors
Amit Gupta
WILTON, Connecticut
Ammin Ali
NEW YORK, New York
Jason Edwards
NEW YORK, New York
Jonathan Strauss Lewis
NEW YORK, New York
Molly Ann Mcqueen
WILTON, Connecticut
Rehan Talib
WILTON, Connecticut
Robert Dean Petty
WILTON, Connecticut
Yao Chye Chiang
WILTON, Connecticut
05

Office Locations

WILTON, Connecticut
5 advisors
NEW YORK, New York
3 advisors

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Data sourced from SEC Form ADV filings. CLEARWATER CAPITAL PARTNERS, LLC (CRD# 157451) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.