Steven  + Stanganelli - Financial Advisor in Amesbury, MA

Paladin Research Report For:

Steven Stanganelli

Clear View Wealth Advisors LLC

100 Main Street
Suite 13
Amesbury, MA 01913

About Steven Stanganelli

please supply

See Disclosures

General Information

Firm Start Year
  • 3217444
Name of Custodial Firm
  • Folio Institutional , Shareholders Service Group, Betterment Institutional
Years of Experience in Financial Services
  • 32
Work with the following types of clients
  • Businesses, Businesses, Individual Investors
Advisory Services Provided
  • Portfolio Management, Financial Planning, Estate Planning & Trusts, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Qualifications & Membership

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

Firm Information

Advisor's Number of Clients
  • 34

Compensation and Fees

Compensation Methods
  • Based on Assets, Hourly, Flat Fee


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

Additional Detailed Disclosures