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Alan Lee Haworth

Investment adviser representative at Clare Market Investments, LLC
15 yearsExperience
1 stateRegistered in
$635.2MFirm assets
7 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.

  1. Clare Market Investments, LLCSep 2018 to now
  2. Oppenheimer & Co.Jan 2011 to Sep 2018

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (TX).

Clare Market Investments, LLC

$635.2MAssets managed
237Clients
4Advisers
7 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
3086559
Firm CRD
217515
Advisor's SEC record (opens in a new tab)
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