Clarissa Lee Coombs
Investment adviser representative at &partners
14 yearsExperience
2 statesRegistered in
$30.3BFirm assets
35 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- &partnersOct 2024 to now
- Fidelity InvestmentsAug 2020 to Oct 2024
- TIAASep 2018 to Aug 2020
- TIAA-CREF Individual & Institutional Services, LLCSep 2018 to Aug 2020
- Morgan StanleyDec 2012 to Sep 2018
- Morgan Stanley Private Bank, National AssociationFeb 2012 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 3031605
- Firm CRD
- 3767