Joseph
Rizzo
Clear Harbor Asset Management, LLC
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About this Advisor
Joseph Rizzo is a financial advisor based in Stamford, Connecticut who has 3 years of relevant experience. Rizzo currently works for Clear Harbor Asset Management, LLC. They have been an employee of Clear Harbor Asset Management, Llc for their total career. Rizzo maintains a Series 63 license, certifying them as a securities representative, and can advise clients in Connecticut. Clear Harbor Asset Management, LLC is an advisory firm that has its headquarters in Stamford, CT. The firm has a total of 20 employees. It manages $1 billion in assets among its 1,207 client accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm provides services to 13 charities and foundations. Of its 1,207 customer accounts, 46% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules usually vary depending on which service is offered. Fees charged by Clear Harbor Asset Management, LLC can consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clear Harbor Asset Management, LLC Brokerage Details
$1,042,984,079
20
1,207
$864,113
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Joseph Rizzo Work History
Joseph has been registered as a financial advisor for 3 years.*
Clear Harbor Asset Management, LLC
*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 Joseph Rizzo 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 Clear Harbor Asset Management, LLC
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
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