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Bridget Kathryn Borel

Clairwell Financial Planning LLC

Annapolis, MD

CRD 7546801

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Employer firm

Clairwell Financial Planning LLC CRD 328505

$7.02M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Clairwell Financial Planning Llc

Annapolis, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-11-14
  • MD RA
    APPROVED
    Since 2023-11-14

Branch Locations

Annapolis, MD • 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
Nasem Washington DC 10/2019 03/2022
Capital Financial Partners (Mass Mutual) Vienna VA 07/2016 10/2019
Rcs Financial Planning, Llc Annapolis MD 01/2022 10/2023
Clairwell Financial Planning Llc Annapolis MD 08/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-28
  • S65 Uniform Investment Adviser Law Examination
    2022-04-28
Other Names
  • Bridget Avila

View on SEC IAPD

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