Steven
Brill
Clear Point Advisors, Inc
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About this Advisor
Steven Brill is a chartered financial consultant operating out of Melville, New York with 10 years of industry experience. Brill is on the advisory team at Clear Point Advisors, Inc. They have spent the entirety of their employment at Clear Point Advisors, Inc. Brill has a Series 63 license, designating them as a securities representative, and can work in Florida, New York and Texas. Clear Point Advisors, Inc is a registered investment business that has its headquarters in Melville, NY. It has offices in three locations and just four employees. It handles $192 million in assets under management between its 150 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 150 client accounts, 64% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types billed by Clear Point Advisors, Inc most likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clear Point Advisors, Inc Brokerage Details
$191,539,122
4
150
$1,276,927
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Steven Brill Work History
Steven has been registered as a financial advisor for 10 years.*
Clear Point Advisors, Inc
*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 Steven Brill 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 Point Advisors, Inc
Melville, NY
Melville, NY
Melville, NY
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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