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Michael Henry Scholten

Clear Harbor Asset Management, LLC

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About Michael Henry Scholten

Michael Scholten is an investment advisor representative with Clear Harbor Asset Management, LLC. Michael has been working in the investment advisory industry since 1994 and has experience with a range of firms including Ingalls & Snyder, LLC, VALIC Financial Advisors, Inc. and First Chicago Capital Markets, Inc. Michael holds a Series 63, Series 66 and Series 7 license. Michael is based out of Stamford, CT and is registered with the state of Texas.

Firm Information

Michael Scholten is currently registered with Clear Harbor Asset Management, LLC. Clear Harbor Asset Management, LLC is an investment advisor located in Stamford, Connecticut. They provide financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. The firm manages approximately $1.46 billion in assets for high-net-worth individuals, charitable organizations, corporations, pooled investment vehicles, and pension and profit sharing plans.
Clear Harbor Asset Management, LLC

263 TRESSER BLVD.

STAMFORD, CT 06901

$1.46B

Assets Under Management

Not reported

Total Clients

13

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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performance-based fees

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

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Michael Scholten’s Registration & Firm History

CT

02/16/2010 - Present

Clear Harbor Asset Management, LLC (STAMFORD CT)

NY

09/09/2005 - 02/10/2010

INGALLS & SNYDER, LLC (NEW YORK NY)

TX

04/07/1999 - 07/18/2002

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

IL

08/14/1994 - 10/15/1998

FIRST CHICAGO CAPITAL MARKETS, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 09/27/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Henry Scholten.
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