Howard Robard Dal monte
Investment adviser representative at Clarity Wealth Management, L.L.C.
23 yearsExperience
1 stateRegistered in
$236.8MFirm assets
4 yearsFirm in business
Are you Howard Robard Dal monte? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Clarity Wealth Management, L.L.C.Sep 2016 to now
- LPL Financial, LLCAug 2015 to now
- Reptile FanaticsOct 2003 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Clarity Wealth Management, L.L.C.
$236.8MAssets managed
944Clients
5Advisers
4 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
- 5074419
- Firm CRD
- 284874