Scott M Bogan
Investment adviser representative at Clear Harbor Asset Management, LLC
21 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
21 years in the industry.
- Clear Harbor Asset Management, LLCFeb 2025 to now
- Focus Partners Wealth, LLCNov 2024 to Feb 2025
- Gyl Financial Synergies, LLCJan 2019 to Dec 2024
- Resnick Investment Advisors, LLCNov 2005 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2000
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
- 2763347
- Firm CRD
- 152242