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Alexander William Maxwell Russell

Clear Harbor Asset Management, LLC

Stamford, CT

CRD 7791772

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Employer firm

Clear Harbor Asset Management, LLC CRD 152242

$2.05B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Clear Harbor Asset Management, Llc

263 Tresser Blvd. Suite 1502, Stamford, CT 06901 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-08-02
  • CT RA
    APPROVED
    Since 2023-08-02

Branch Locations

263 Tresser Blvd. Suite 1502, Stamford, CT 06901 • 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
Clear Harbor Asset Management Stamford CT 08/2023 Present
Unemployed Old Greenwich CT 07/2023 07/2023
Greens Farms Academy Westport CT 07/2019 06/2023
Riverdale Country School Bronx NY 07/2017 06/2019
St. Bernard's School New York NY 09/2010 06/2017
  • 08/2023 → Present
    Clear Harbor Asset Management
    Stamford, CT
  • 07/2023 → 07/2023
    Unemployed
    Old Greenwich, CT
  • 07/2019 → 06/2023
    Greens Farms Academy
    Westport, CT
  • 07/2017 → 06/2019
    Riverdale Country School
    Bronx, NY
  • 09/2010 → 06/2017
    St. Bernard's School
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-17
  • S65 Uniform Investment Adviser Law Examination
    2023-07-17

View on SEC IAPD

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