Matthew
Sexton

Clear Harbor Asset Management, LLC

CRD#2906497
Investment Advisor
in Stamford, CT

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About this Advisor

Matthew Sexton is a certified financial planner operating out of Stamford, Connecticut with a total of 3 years of relevant experience. Sexton is an advisor for Clear Harbor Asset Management, LLC. The advisor has gained experience at Knight Execution & Clearing Services LLC, Knight Equity Markets, L.P, Wells Fargo Advisors LLC, Stifel Nicolaus & Co Inc and Clear Harbor Asset Management, LLC. Sexton has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in Connecticut. Clear Harbor Asset Management, LLC is a financial advisory business that has its headquarters in Stamford, CT. It has a total of 20 advisors. It manages $1 billion in assets under management across its 1,207 accounts, placing it among the larger firms in the country by assets under management. The firm provides financial advisory services to 13 charities and foundations. Of its 1,207 client accounts, 46% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors depend on which services are offered. However, fees billed by Clear Harbor Asset Management, LLC likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

263 Tresser Blvd. Suite 1502
Stamford, CT 06901

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Clear Harbor Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,042,984,079

CT Average: $5,297,377,271
Total Number of Employees

20

CT Average: 35
Total Number of Accounts

1,207

CT Average: 690
Average Account Size

$864,113

CT Average: $7,677,358

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

Matthew Sexton Work History

Matthew has been registered as a financial advisor for 3 years.*

2016 - Present (8 years)

Clear Harbor Asset Management, LLC

2014 - 2015 (1 year)

Stifel Nicolaus & Co Inc

2013 - 2014 (1 year)

Wells Fargo Advisors LLC

2012 - 2013 (1 year)

Knight Execution & Clearing Services LLC

2004 - 2013 (9 years)

Knight Equity Markets, L.P

*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 Matthew Sexton 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

Jeb Armstrong
Stamford, CT
Steven Shaw
Stamford, CT
Joseph Rizzo
Stamford, CT
Donald Roger Liddell
Stamford, CT
Michael Scholten
Stamford, CT
Aaron Kennon
Stamford, CT
Kirstin Mobyed
Stamford, CT
Ian Armstrong
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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