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Claire Thornton

Apella Wealth

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About Claire Thornton

Claire Thornton is a financial advisor at Apella Wealth. Claire has been in the financial services industry for over 7 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Claire holds the Series 7, Series 66, and SIE licenses. Claire is also a Certified Financial Planner™. Claire is passionate about helping her clients achieve their financial goals. Claire is a volunteer with the Orange County Financial Planning Association (FPA) chapter and provides pro bono financial planning and financial education to her community. Claire is a dedicated professional who is committed to providing her clients with the highest level of service.

Firm Information

Claire Thornton is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

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.

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financial planning services

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

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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.

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percentage of assets

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

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other

Fee for financial planning services. fees for technology.

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Claire Thornton’s Registration & Firm History

CT

07/20/2023 - Present

Apella Wealth (WEST HARTFORD CT)

PA

06/12/2018 - 03/27/2020

THE STRATEGIC FINANCIAL ALLIANCE, INC. (BERWYN PA)

PA

01/31/2017 - 06/26/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 04/10/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Claire Thornton.
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