Douglas Steven Root
Investment adviser representative at Clarity Financial Advisors LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Clarity Financial Advisors LLCNov 2022 to now
- Cambridge Investment Research Advisors, Inc.Aug 2020 to Nov 2022
- Cambridge Investment Research, Inc.Aug 2020 to Nov 2022
- Pruco Securities LLCJan 2020 to Aug 2020
- Greenwood Mennonite SchoolAug 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 7238649
- Firm CRD
- 323321