Milind Pinak Dalal
Investment adviser representative at Clarity Wealth Advisors
10 yearsExperience
2 statesRegistered in
$732.9MFirm assets
12 yearsFirm in business
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Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Clarity Wealth AdvisorsOct 2013 to now
- Purshe Kaplan Sterling InvestmentsOct 2013 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Clarity Wealth Advisors
Legal name: Clarity Wealth Advisors, LLC
$732.9MAssets managed
342Clients
2Advisers
12 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
- 2368965
- Firm CRD
- 157913