Alexander Adair Munnell
Investment adviser representative at Clear Brook Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$817.8MFirm assets
20 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Clear Brook Advisors, Inc.Oct 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Clear Brook Advisors, Inc.
$817.8MAssets managed
27Clients
4Advisers
20 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
- 5296229
- Firm CRD
- 132045