Best Investors
Account
Sign in
Best Investors
Account
Sign in
263 Tresser Blvd. Suite 1502, Stamford, CT 06901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-07-14 |
Branch Locations
263 Tresser Blvd. Suite 1502, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Harbor Asset Management, Llc | Stamford | CT | 05/2010 | Present |
D. Roger B. Liddell Non Investment Related Start Date - 1/1/1975 10 Hours per month New York, New York Relationship - Trustee Nature of the company's business - Trustee on family and friends trusts Briefly describe your duties - Oversee trusts
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-07-10 |
Reach out to this advisor