Senaida Noemi Bautista

Employer firm

Clarity Wealth Management LLC CRD 318575

$8.52M regulatory AUM 34 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 02/2020 → 10/2020
  Pro Pel Plastech
  South Deerfield, MA
• 05/2013 → 02/2020
  Snb Site Analysis
  Boston, MA
• 09/2014 → Present
  Beacon Hill Womens Forum Non-Profit
  Boston, MA
• 02/2021 → 11/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2020 → 11/2021
  Dale A. Frank Financial
  Sunderland, MA
• 01/2022 → 09/2022
  Senaida N Bautista, Sole Proprietor
  Greenfield, MA
• 01/2022 → Present
  Clarity Wealth Management Llc
  Greenfield, MA
• 11/2021 → Present
  Clarity Wealth Management Llc
  Greenfield, MA
• 09/2022 → Present
  Steadfast Insurance Llc
  Greenfield, MA

Previous Registrations

• 2021-02-04 → 2021-11-10
  Ae Wealth Management, Llc
  Enfield, CT
  Bloomfield, CT
  Sunderland, MA
• 2010-08-16 → 2013-05-29
  Park Avenue Securities Llc
  Needham, MA

Other Businesses

1) Steadfast Insurance LLC; Yes; Greenfield, MA; Insurance; Owner/ Insurance Agent; 09/2022; 10/MO; 10/MO 2) BEACON HILL WOMENS FORUM; INVESTMENT RELATED: NOT INVESTMENT RELATED; PO BOX 140390 BOSTON, MA 02114; NON PROFIT; BOARD ADVISOR FOR THE BOARD OF DIRECTORS; NO MONETARY COMPENSATION. 3) Amhurst Womens Club; NO; Amherst, MA; Non-profit; ways & means; 09/2022; 10/MO; 3/MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-21
• S66 Uniform Combined State Law Examination
  2010-08-02

Other Names

• Senaida Noemi Currie
• Senaida Noemi Bautista Ramirez
• Senaida N Bautista