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Steven +  Stanganelli - Financial Advisor in Amesbury, MA

Paladin Research Report For:

Steven Stanganelli

Clear View Wealth Advisors LLC

AEP® CFP® CRPC®
100 Main Street
Pmb 302
Amesbury, MA 01913
617-398-7494

About Steven Stanganelli

General Information

Firm Start Year
CRD#
  • 3217444
Firm CRD#
  • 154094
Name of Custodial Firm
  • Folio Institutional , Shareholders Service Group, Betterment Institutional
Years of Experience in Financial Services
  • 36
Number of Years with Current Firm
  • 14
Work with the following types of clients
  • Businesses, Businesses, Individual Investors
Advisory Services Provided
  • 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Wealth Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, AEP®, CRPC®

Firm Information

Advisor's Number of Clients
  • 35
Advisor's Number of Managed Clients
  • 35
Advisor's Number of Planning Clients
  • 67
Assets Managed by Advisor
  • $13263151

Compensation and Fees

Compensation Methods
  • Based on Assets, Hourly, Flat Fee

Education

Chartered Retirement Planning Counselor -
  • College for Financial Planning
    -
MS -
  • Bentley College
    -
BA -
  • University of Massachusetts, Lowell
    -
CFP Education Program -
  • Boston University & Tallahassee Comm Coll
    -

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1886575/paladinregistry-clear-view-wealth-advisors--llc-detailed-disclosure

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