linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Blake Andrew kent Bauer

Clarity Capital Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Blake? Claim Your Profile

About Blake Andrew kent Bauer

Blake Bauer is an investment advisor representative with Clarity Capital Partners in Newport Beach, California. Blake has been in the industry for 5 years and has a Series 7, Series 63 and Series 65 license. Blake has experience working with high-net-worth individuals, corporations, and pooled investment vehicles. Prior to joining Clarity Capital Partners, Blake worked at First Republic Securities Company, LLC.

Firm Information

Blake Bauer is currently registered with Clarity Capital Partners. Clarity Capital Partners is a registered investment advisor headquartered in Newport Beach, California. The firm manages $371,419,409 in assets for 974 clients. Their services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. They primarily work with individuals, corporations, and pension plans.
Clarity Capital Partners

5000 BIRCH STREET, STE 100

NEWPORT BEACH, CA 92660

$371.42M

Assets Under Management

5

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Blake Bauer’s Registration & Firm History

CA

09/29/2023 - Present

Clarity Capital Partners (NEWPORT BEACH CA)

CA

02/27/2023 - 09/28/2023

FIRST REPUBLIC SECURITIES COMPANY, LLC (NEWPORT BEACH CA)

Not sure if Blake Andrew kent Bauer is right for you?

Licenses & Designations

IA

Issued 06/28/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/25/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Blake Andrew kent Bauer.
Not sure if Blake Andrew kent Bauer is right for you?