Paige
Clausen

Fruitful

CRD#6232699
Investment Advisor
in New York, NY

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About this Advisor

Paige Clausen is a financial advisor based in New York, New York, working with Fruitful. Paige has previously held positions at Roberts Financial Services, Inc, Sagepoint Financial, Robert W. Baird & Co, Origin Financial, Purshe Kaplans Sterling Investments, Hart & Patterson Financial Group, and Fruitful Inc. Paige has passed the Series 66 regulatory exam and is registered to provide services in California and New York. Currently, Paige is part of Fruitful, which operates out of New York, New York. The firm has 29 employees and manages assets totaling $1.4 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Fruitful includes fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Fixed Fees

Office Location

335 Madison Ave., 3Rd Fl
New York, NY 10017

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Fruitful Brokerage Details

Total Assets Under Management

$1,384,519

NY Average: $7,464,549,021
Total Number of Employees

29

NY Average: 88
Total Number of Accounts

89

NY Average: 3,892
Average Account Size

$15,556

NY Average: $1,917,921

Investment Advisory Services

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

Paige Clausen Work History

2024 - Present (0 year)

Fruitful Inc

2023 - Present (1 year)

Origin Financial

2023 - 2023 (< 1 year)

Purshe Kaplans Sterling Investments

2023 - 2023 (< 1 year)

Hart & Patterson Financial Group

2022 - 2023 (1 year)

Origin Financial

2015 - 2022 (7 years)

Robert W. Baird & Co

2014 - 2015 (1 year)

Sagepoint Financial

2013 - 2015 (2 years)

Roberts Financial Services, Inc

Disclosures

Please visit the SEC profile of Paige Clausen 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 Fruitful

Rebecca Palmer
New York, NY
Waris Rahemtulla
New York, NY
Mckenna Wieser
New York, NY
Paige Clausen
New York, NY
Andrew Rotz
New York, NY
Naima Bush
Falls Church, VA
Brianna Sullivan
New York, NY
Durriya Pierce
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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