Andrew
Chaffee
Clearlogic Financial, Inc
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About this Advisor
Andrew Chaffee is a financial advisor operating out of Reston, Virginia. Chaffee is currently employed by Clearlogic Financial, Inc. Their career trajectory has included roles at Cambridge Investment Research Inc, Leidos, Leonardo Drs, Roboteam, Inc, Thermo Fisher Scientific, Clearlogic Financial, Inc and Bishoff Financial Group. Chaffee holds a Series 65 license, qualifying them as an investment advisor representative, and can operate in Virginia. Clearlogic Financial, Inc is an advisory business that has its headquarters in Reston, VA. It has $372 million in assets between its 935 accounts, making it one of the bigger firms in the United States by assets under management. Of its 935 accounts, 64% are associated with high-net-worth clients who have at least $1 million in investable assets. Clearlogic Financial, Inc performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules typically depend on the type of financial services. However, fees charged by Clearlogic Financial, Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clearlogic Financial, Inc Brokerage Details
$372,310,467
8
935
$398,193
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Andrew Chaffee Work History
Andrew has been registered as a financial advisor for 0 years.*
Clearlogic Financial, Inc
Cambridge Investment Research Inc
Cambridge Investment Research Inc
Bishoff Financial Group
Leidos
Leonardo Drs
Roboteam, Inc
Thermo Fisher Scientific
*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 Andrew Chaffee 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 Clearlogic Financial, Inc
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
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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