Daniel
Bates
Clearwater Advisors, LLC
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About this Advisor
Daniel Bates is a financial advisor working out of Boise, Idaho with 5 years of industry experience. Bates is on the advisory team at Clearwater Advisors, LLC. Throughout their career, Bates has worked at Goldman Sachs & Co, Goldman Sachs and Clearwater Advisors, LLC. Bates holds a Series 65 license, which qualifies them as an investment advisor representative, and can operate in California and Idaho. Clearwater Advisors, LLC is a financial advisory firm that has its headquarters in Boise, ID. The firm has offices in two locations and a total of 10 financial advisors. It controls $4 billion in assets under management among its 72 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The advisory firm offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fees charged by Clearwater Advisors, LLC may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clearwater Advisors, LLC Brokerage Details
$3,626,745,624
10
72
$50,371,467
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Daniel Bates Work History
Daniel has been registered as a financial advisor for 5 years.*
Clearwater Advisors, LLC
Clearwater Advisors, LLC
Goldman Sachs & Co
Goldman Sachs
*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 Daniel Bates 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 Clearwater Advisors, LLC
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Kirkland, WA
Boise, ID
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