William Anthony Root

Employer firm

Clarity Financial Advisors LLC CRD 323321

$150M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2007 → Present
  Sutter'S
  Sarasota, FL
• 05/2015 → 06/2017
  Ccf Investments
  Greensboro, GA
• 06/2017 → 09/2017
  Ameritas Investment Corp
  Lincoln, NE
• 04/2015 → 09/2017
  Capital Choice Financial Services
  Greensboro, GA
• 08/2016 → 11/2022
  Manatee River Financial Group
  Sarasota, FL
• 09/2017 → 11/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2017 → 11/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 11/2022 → Present
  Clarity Financial Advisors Llc
  St. Petersburg, FL

Previous Registrations

• 2017-09-15 → 2022-11-04
  Cambridge Investment Research Advisors, Inc.
  Bradenton, FL
• 2017-08-17 → 2017-09-28
  Ameritas Investment Company, Llc
  Sarasota, FL
  Lincoln, NE
  Greensboro, GA
  Sarasota, FL

Other Businesses

SUTTER'S QUALTIY FOODS, 6830 RICHARDSON RD, SARASOTA, FL, 11/2017 AS SALES REPRESENTATIVE OF A FOOD DISTRIBUTOR. NIR - 40/WK - 6.5/TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-05
• S63 Uniform Securities Agent State Law Examination
  2015-11-28

Other Names

• Tony Anthony Root