Rachelle Lee Dal monte
Investment adviser representative at Clarity Wealth Management, L.L.C.
17 yearsExperience
1 stateRegistered in
$236.8MFirm assets
4 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
- Pension consulting
Experience
17 years in the industry.
- Clarity Wealth Management, L.L.C.Feb 2018 to now
- LPL FinancialFeb 2018 to now
- Scottrade, Inc.Mar 2009 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2017
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
- 5451071
- Firm CRD
- 284874