Clarissa Candelario
Investment adviser representative at Private Asset Management Inc
15 yearsExperience
1 stateRegistered in
$109.5MFirm assets
30 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Private Asset Management IncAug 2024 to now
- Fidelity InvestmentsOct 2023 to Jul 2024
- The Retirement Solution Inc.Jul 2022 to Oct 2023
- N/aNov 2021 to Jul 2022
- Hightower Advisors LLCNov 2018 to Nov 2021
- Coldstream Wealth ManagementMar 2017 to Nov 2018
- Ameriprise Financial Services, Inc.Apr 2011 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (WA).
Private Asset Management Inc
$109.5MAssets managed
60Clients
2Advisers
30 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
- 2412201
- Firm CRD
- 108815