Kirstin Sterling Mobyed
Investment adviser representative at Clear Harbor Asset Management, LLC
17 yearsExperience
1 stateRegistered in
$2.1BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Clear Harbor Asset Management, LLCDec 2019 to now
- UnemployedJun 2019 to Dec 2019
- Morgan Stanley Smith BarneyJun 2009 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CT).
Clear Harbor Asset Management, LLC
$2.1BAssets managed
820Clients
16Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2316966
- Firm CRD
- 152242