Matthew William Sexton
Investment adviser representative at Clear Harbor Asset Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
Are you Matthew William Sexton? Claim your profile
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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Clear Harbor Asset Management, LLCNov 2016 to now
- UnemployedMay 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2013
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
- 2906497
- Firm CRD
- 152242