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Clarissa Sandrine Tawel

Aldrich Wealth LP

Carlsbad, CA

Lake Oswego, OR

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Current Employers
Aldrich Wealth Lp

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-19
  • CA RA
    APPROVED
    Since 2023-01-19

Branch Locations

1903 Wright Place Suite #180, Carlsbad, CA 92008 • United States

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • 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
Holly Street Wealth Advisors Pasadena CA 08/2015 01/2020
Strategy Asset Managers L.L.C. Woodcliff Lake NJ 04/2019 12/2021
Tru Independence Llc Portland OR 05/2022 10/2022
Robert Half Talent Solutions Los Angeles CA 01/2022 04/2022
Unemployed Hermosa Beach CA 12/2021 01/2022
Strategy Asset Managers L.L.C. Woodcliff Lake NJ 08/2016 11/2021
Holly Street Wealth Advisors Pasadena CA 04/2018 01/2020
Aldrich Wealth Lp Lake Oswego OR 01/2023 Present
  • 08/2015 → 01/2020
    Holly Street Wealth Advisors
    Pasadena, CA
  • 04/2019 → 12/2021
    Strategy Asset Managers L.L.C.
    Woodcliff Lake, NJ
  • 05/2022 → 10/2022
    Tru Independence Llc
    Portland, OR
  • 01/2022 → 04/2022
    Robert Half Talent Solutions
    Los Angeles, CA
  • 12/2021 → 01/2022
    Unemployed
    Hermosa Beach, CA
  • 08/2016 → 11/2021
    Strategy Asset Managers L.L.C.
    Woodcliff Lake, NJ
  • 04/2018 → 01/2020
    Holly Street Wealth Advisors
    Pasadena, CA
  • 01/2023 → Present
    Aldrich Wealth Lp
    Lake Oswego, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-31
  • S65 Uniform Investment Adviser Law Examination
    2018-03-31

View on SEC IAPD

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

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