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Michael Jeffrey Lear

Clarfeld

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About Michael Jeffrey Lear

Michael Lear is a financial advisor registered with Clarfeld. Michael Lear's firm is based in Tarrytown, New York. Michael Lear has over 10 years of experience in the financial services industry. Michael Lear is a Chartered Financial Analyst and holds Series 6, 7, 31, and SIE licenses. Michael Lear's firm provides financial planning, portfolio management for businesses and individuals, selection of other advisors. Michael Lear is licensed in New York.

Firm Information

Michael Lear is currently registered with Clarfeld. Clarfeld, a subsidiary of Citizens Bank, is an investment advisor with offices in TARRYTOWN, NY. With over 160 professionals, Clarfeld provides portfolio management for individuals, businesses, and investment companies. They manage over $12.7 billion in assets for over 7,300 clients, including high-net-worth individuals, corporations, charitable organizations, and investment companies. Clarfeld also offers a variety of advisory services, including selection of other advisors, financial planning, and educational seminars.
Clarfeld

520 WHITE PLAINS ROAD

TARRYTOWN, NY 10591

$12.69B

Assets Under Management

1,851

Total Clients

38

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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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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Michael Lear’s Registration & Firm History

NY

01/05/2024 - Present

Clarfeld (NEW YORK NY)

NY

05/11/2017 - 09/17/2019

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

MA

05/12/2009 - 09/22/2010

METLIFE SECURITIES INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 05/31/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2017

Series 31 - Futures Managed Funds Examination

BC

Issued 05/11/2017

Series 7 - General Securities Representative Examination

BC

Issued 05/11/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Jeffrey Lear.
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