Clyde
Mauger

Ndvr

CRD#2783691
Investment Advisor
in Jupiter, FL

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About this Advisor

Clyde Mauger is a certified financial planner operating out of Jupiter, Florida. Mauger works at Ndvr. During their career, Mauger has held roles at Schiavi & Company, LLC, Horan Capital Management, LLC, Fidelity Brokerage Services LLC, Clarfeld Financial Advisors, LLC, Ndvr, Inc, Fidelity Personal And Workplace Advisors and Citizens Bank. Mauger holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Florida. Ndvr is a firm that has its headquarters in Boston, MA. It administers $107 million in assets under management across its 69 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 69 customer accounts, 70% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business has a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types charged by Ndvr can include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Jupiter, FL

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Ndvr Brokerage Details

Total Assets Under Management

$107,000,000

FL Average: $16,012,751,954
Total Number of Employees

50

FL Average: 118
Total Number of Accounts

69

FL Average: 4,567
Average Account Size

$1,550,725

FL Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Clyde Mauger Work History

Clyde has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Ndvr, Inc

2021 - 2022 (1 year)

Clarfeld Financial Advisors, LLC

2021 - 2022 (1 year)

Citizens Bank

2018 - 2021 (3 years)

Fidelity Personal And Workplace Advisors

2015 - 2021 (6 years)

Fidelity Brokerage Services LLC

2014 - 2015 (1 year)

Horan Capital Management, LLC

2012 - 2014 (2 years)

Schiavi & Company, 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 Clyde Mauger 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 Ndvr

Joshua Cole
Land O'Lakes, FL
Clyde Mauger
Jupiter, FL
Braden Osten
Boston, MA
Alexander Staley
Village Of Lakewood, IL
Jordan Pedron
Plano, TX
Adriene Mccance
Boston, MA
Michael Simon
Boston, MA

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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