Claricity Wealth & Planning

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

2900 Westchester Ave Ste 308, Purchase, ...

Phone Number

(914) 428-6440

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Claricity Wealth & Planning

Claricity Wealth & Planning, now known as Stratos Private Wealth, offers financial investment services and investment advice through Stratos Wealth Partners, Ltd. They cater to clients in various states, providing tailored financial solutions. The company is associated with LPL Financial for securities transactions. Their services are designed for individuals seeking professional guidance in managing their investments.Explore more
Claricity Wealth & Planning's Social MediaPopular SearchesClaricity Wealth & PlanningStratos Private WealthSIC Code 62,628NAICS Code 52,523Show more

Claricity Wealth & Planning Org Chart

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Founding Partner, Wealth Advisor

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HR
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Wealth Advisor

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Claricity Wealth & Planni...

<$5M
1-10
Private
-
1998
AR
Adam RudeFounding Partner, Wealth Advisor
$11.8M
11-50
Private
<$5M
1990
ST
Shaun TessmerVice President, Business Development
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2012
SP
Steven ParkerChief Investment Officer & Principal
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2005
CC
Connie CarrStaff Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Claricity Wealth & Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Claricity Wealth & Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Claricity Wealth & Planning.

Claricity Wealth & Planning Tech Stack

A closer look at the technologies used by Claricity Wealth & Planning

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Frequently Asked Questions Regarding Claricity Wealth & Planning

What is Claricity Wealth & Planning's official website?
Claricity Wealth & Planning's official website is www.claricitywealth.com
What is Claricity Wealth & Planning's Revenue?
Claricity Wealth & Planning's revenue is <$5 Million
What is Claricity Wealth & Planning's SIC code?
Claricity Wealth & Planning's SIC: 62,628
What is Claricity Wealth & Planning's NAICS code?
Claricity Wealth & Planning's NAICS: 52,523
How many employees does Claricity Wealth & Planning have?
Claricity Wealth & Planning has 1-10 employees
What industry does Claricity Wealth & Planning belong to?
Claricity Wealth & Planning is in the industry of: Finance, Securities Trading
What is Claricity Wealth & Planning competition?
Claricity Wealth & Planning top competitors include: Alliance Wealth Advisors, Exemplar Financial Network, KMR Wealth Advisory, Principled Wealth Advisors
What technology does Claricity Wealth & Planning use?
Some of the popular technologies that Claricity Wealth & Planning uses are: Drupal, reCAPTCHA, Google Universal Analytics, AddToAny
How do I contact Claricity Wealth & Planning?
Claricity Wealth & Planning contact info: Phone number: (914) 428-6440 Website: www.claricitywealth.com
What does Claricity Wealth & Planning do?

Claricity Wealth & Planning, now known as Stratos Private Wealth, offers financial investment services and investment advice through Stratos Wealth Partners, Ltd. They cater to clients in various states, providing tailored financial solutions. The company is associated with LPL Financial for securities transactions. Their services are designed for... individuals seeking professional guidance in managing their investments.Read More

What are Claricity Wealth & Planning social media links?
Claricity Wealth & Planning Linkedin page Claricity Wealth & Planning Facebook page
Is Claricity Wealth & Planning a public company?
Claricity Wealth & Planning is private company therefore does not currently have an official ticker symbol
See more information about Claricity Wealth & Planning

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