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Garrett Lawrence Abel

Clearview Investment Partners, LLC

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About Garrett Lawrence Abel

Garrett Lawrence Abel is a financial advisor with over 20 years of experience in the industry. Garrett currently works at Clearview Investment Partners, LLC and is registered with the state of California as an Investment Advisor Representative. Before joining Clearview Investment Partners, LLC, Garrett worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Garrett's specializations include Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.

Firm Information

Garrett Abel is currently registered with Clearview Investment Partners, LLC. Clearview Investment Partners, LLC is an investment advisor registered with the SEC. They are headquartered in Costa Mesa, CA. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Clearview manages approximately $94.08 million in assets for 377 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Clearview Investment Partners, LLC

3151 AIRWAY AVENUE

COSTA MESA, CA 92626

$94.08M

Assets Under Management

Not reported

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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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fixed fees

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

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percentage of assets

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

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Garrett Abel’s Registration & Firm History

CA

01/01/2025 - Present

Clearview Investment Partners, LLC (COSTA MESA CA)

CA

10/14/1997 - 06/07/2016

UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)

NY

09/06/1995 - 09/18/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/04/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 09/05/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Garrett Lawrence Abel. Review regulatory record here.
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