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Clear Point Advisors, Inc.

CRD 111775  ·  Melville, NY  ·  $253.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
111775
SEC number
801-55390
Firm type
RIA
Assets under management
$253.4M as of Mar 26, 2026
Website
www.cptadvisors.com ↗
Phone
631.333.2222
Address
1 Huntington Quadrangle, Melville, NY, 11747

Advisors at this firm

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SEC IAPD record for firm CRD 111775 ↗ FINRA BrokerCheck record for firm CRD 111775 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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