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Jeb Stuart Armstrong

Clear Harbor Asset Management, LLC

Stamford, CT

CRD 2994929

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Employer firm

Clear Harbor Asset Management, LLC CRD 152242

$2.05B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Clear Harbor Asset Management, Llc

263 Tresser Blvd. Suite 1502, Stamford, CT 06901 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2020-07-14
  • CT RA
    APPROVED
    Since 2020-07-14

Branch Locations

263 Tresser Blvd. Suite 1502, Stamford, CT 06901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clear Harbor Asset Management, Llc Stamford CT 06/2018 Present
Unemployed New York NY 04/2018 06/2018
Tecogen Inc Waltham MA 06/2017 04/2018
Self Employed New York NY 01/2016 06/2017
  • 06/2018 → Present
    Stamford, CT
  • 04/2018 → 06/2018
    Unemployed
    New York, NY
  • 06/2017 → 04/2018
    Tecogen Inc
    Waltham, MA
  • 01/2016 → 06/2017
    Self Employed
    New York, NY
Previous Registrations
  • 2014-08-13 → 2016-01-13
    Marwood Group Research
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-13
S63 Uniform Securities Agent State Law Examination 2006-08-31
  • S65 Uniform Investment Adviser Law Examination
    2014-08-13
  • S63 Uniform Securities Agent State Law Examination
    2006-08-31

View on SEC IAPD

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