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Kevin G Carani

Clearwater Capital Partners

Hoffman Estates, IL

CRD 6434005

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Employer firm

Clearwater Capital Partners CRD 139886

$1.68B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Clearwater Capital Partners

2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-01-16
  • IL RA
    APPROVED
    Since 2015-01-16

Branch Locations

2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • 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
Clearwater Capital Partners, Llc Hoffman Estates IL 11/2014 Present
  • 11/2014 → Present
    Clearwater Capital Partners, Llc
    Hoffman Estates, IL
Other Businesses

WESTMINSTER PRESBYTERIAN CHURCH, NOT INVESTMENT RELATED, 2700 WEST HIGHLAND AVE, ELGIN, IL 60124. 20 HOURS PER WEEK OUTSIDE OF SECURITIES TRADING HOURS (NONE DURING)ACTING AS FACILITY MANAGER (EMPLOYEE, NON-OWNER) FOR THE CHURCH BEGINNING IN 2009 THROUGH PRESENT. HIS JOB IS TO MAINTAIN THE CHURCH FACILITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-16
  • S65 Uniform Investment Adviser Law Examination
    2015-01-16

View on SEC IAPD

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