Fernando
Garip
Clearbrook Investment Solutions LLC
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About this Advisor
Fernando Garip is a financial advisor operating in Stamford, Connecticut with 1 year of relevant experience. Garip is on the advisory team at Clearbrook Investment Solutions LLC. Over the course of their career, Garip has held roles at M&T Securiteis, Wilmington Trust and Clearbrook Investment Solutions, LLC. Garip holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in New Jersey. Clearbrook Investment Solutions LLC is a company based in Stamford, CT. It oversees $192 million in assets among its 65 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises 10 charitable organizations. Of its 65 accounts, 70% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Financial advisory fees typically vary depending on the type of financial services offered. However, fees charged by Clearbrook Investment Solutions LLC most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clearbrook Investment Solutions LLC Brokerage Details
$192,387,491
16
65
$2,959,808
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Fernando Garip Work History
Fernando has been registered as a financial advisor for 1 years.*
Clearbrook Investment Solutions, LLC
M&T Securiteis
Wilmington Trust
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Fernando Garip to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clearbrook Investment Solutions LLC
Stamford, CT
Stamford, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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