William Anthony Root
Investment adviser representative at Clarity Financial Advisors LLC
19 yearsExperience
2 statesRegistered in
$149.5MFirm assets
3 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Clarity Financial Advisors LLCNov 2022 to now
- Sutter'sNov 2007 to now
- Cambridge Investment Research Advisors, Inc.Sep 2017 to Nov 2022
- Cambridge Investment Research, Inc.Sep 2017 to Nov 2022
- Ameritas Investment CorpJun 2017 to Sep 2017
- Manatee River Financial GroupAug 2016 to Nov 2022
- Ccf InvestmentsMay 2015 to Jun 2017
- Capital Choice Financial ServicesApr 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Clarity Financial Advisors LLC
$149.5MAssets managed
992Clients
6Advisers
3 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
- 6489016
- Firm CRD
- 323321