Michael Francis Raimondi

Employer firm

Clarus Group LLC CRD 310156

$158M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2020 → 06/2021
  New York Life Insurance Company
  Brooklyn, NY
• 09/2019 → 11/2020
  Kindercare Education
  Seattle, WA
• 10/2018 → 02/2020
  Hot Diggity Pet Sitting And Dog Walking
  Seattle, WA
• 05/2017 → 09/2018
  Better Education Inc.
  Seattle, WA
• 12/2017 → 12/2020
  Play Your Part
  Seattle, WA
• 10/2007 → 04/2017
  Sylvan Learning
  New York, NY
• 03/2021 → 06/2021
  Nylife Securities Llc
  Brooklyn, NY
• 06/2021 → Present
  Clarus Group Llc
  New York, NY

Other Businesses

TMI Project; 501c3 charitable organization; 65 St. James St., Kingston, NY 12401; Start Date 04/2021; Role/Title: Voting member on Board of Directors; 1-4 hours per month; Serve on fundraising committee, attend performances, share marketing materials Dramatists Guild Foundation; Non-profit that benefits writers of American theater; 520 8th Ave, Suite 2401, New York, NY 10018; Start Date 6/2022; Role/Title: Reservation coordination; 10-20 hours/week; 0 hours during securities training; I coordinate the reservations for the rehearsal room writers use to rehearse their pieces. theatreC; Theater conglomerate consisting of three unique companies, two LLCs and one 501(c)3; 8th Ave, Suite 203, New York, NY 10018; Start Date: 6/2022; Role/Title: Business & Finance Manager; 10-12 hours/month; help build budgets, review grant applications, secure insurance for productions and coordinate with owners, board members, accountant, and bookkeeper to keep finances organized. Verified Voting Foundation; 1500 Chestnut Street #2315, Philadelphia, PA 19102; Start Date 09/2023; Role/Title: Finance and Accounting associate; 20 hours per week; responsible for invoicing, some bookkeeping, and budgeting. Working with their Board Treasurer and their Investment Advisor on their investment allocation, advising alongside them. Lubin School of Business at Pace University; 1 Pace Plaza, New York, NY 10038; Start Date 11/2025; adjunct professor for Arts & Entertainment Management; teaching fundraising, budgeting and revenue generation in the Arts; not investment-related; 20 hours per month outside of business hours Play Your Part, LLC; 900 West End Ave, #8E, New York, NY 10025; Start Date 1/2026; theater and film production company; owner and lead producer; project-based but approx 10-60 hours/month outside of business hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-17