Clarity Wealth Advisors- Financial Advisor Southport, CT

Home > Financial Advisor Directory > connecticut > southport

About Clarity Wealth Advisors

At Clarity Wealth Advisors, our mission is to bring clarity to your financial life. We understand that the world of finance can be overwhelming. There's an abundance of information out there, and it can be challenging to decipher what's relevant to you. That's where we come in. We sift through the noise, distilling complex financial information into clear, actionable strategies tailored to your unique needs.

Integrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.

See Disclosures

General Information

CRD#

1037845

Firm CRD#

8733

Advisory Services Provided

Retirement Planning, Portfolio Management, Financial Planning, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, 401K Rollovers

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Disclosures

Avi Levine, Glenn Levine, Sophia Pasquariello, and Jordan Cohne are Financial Planners with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Clarity Wealth Advisors or Prudential.

RICP conferred by the American College

Additional Detailed Disclosures:

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Clarity Wealth Advisors