Matthew
Sexton
Clear Harbor Asset Management, LLC
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About this Advisor
Matthew Sexton is a financial advisor based in Stamford, Connecticut, working with Clear Harbor Asset Management, LLC. Matthew has previously held positions at Wells Fargo Advisors LLC, Stifel Nicolaus & Co Inc, and Clear Harbor Asset Management, LLC. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Matthew is part of Clear Harbor Asset Management, LLC, which operates out of Stamford, Connecticut. The firm has 1 office and 19 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Clear Harbor Asset Management, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clear Harbor Asset Management, LLC Brokerage Details
$1,463,680,113
19
1,755
$834,006
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
- Selection of other advisers
Matthew Sexton Work History
Clear Harbor Asset Management, LLC
Stifel Nicolaus & Co Inc
Wells Fargo Advisors LLC
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
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
Stamford, CT
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