Daniel Bates
Investment adviser representative at Clearwater Advisors, LLC
3 yearsExperience
1 stateRegistered in
$4.7BFirm assets
24 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
3 years in the industry.
- Clearwater Advisors, LLCApr 2018 to now
- Goldman Sachs & Co.Mar 2015 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (ID).
Clearwater Advisors, LLC
$4.7BAssets managed
32Clients
6Advisers
24 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
- 6531599
- Firm CRD
- 116865