Continuum Advisory, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 283155
- SEC number
- 801-107439
- Firm type
- RIA
- Assets under management
- $1.9B as of Mar 30, 2026
- Website
- www.clarkstreetfinancial.com ↗
- Phone
- 2084171933
- Address
- 873 E. State Street, Eagle, ID, 83616
Advisors at this firm
39 in our index · page 1 of 1
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Mark Charles AllenCRD 5287073 · Folsom, CAIA RegisteredRegistration inactive
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Joanna Nineen AmbergerCRD 5390258 · Honolulu, HIIA RegisteredRegistration inactive
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Kari Jo Thomann BearCRD 4925118 · Liberty, MOIA RegisteredBroker
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Cameron David BensonCRD 7294671 · Eagle, IDIA RegisteredRegistration inactive
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Shanley Rassler CampbellCRD 4813744 · Philadelphia, PAIA RegisteredRegistration inactive
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George Chuwang ChuangCRD 3162477 · Tampa, FLIA RegisteredBroker
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Shawn ClarkCRD 6723045 · Tampa, FLIA RegisteredRegistration inactiveDisclosure event(s) on record
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Jacob Ward ColemanCRD 3050994 · Eagle, IDIA RegisteredRegistration inactive
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Daniel CopenhagenCRD 7937155 · Pleasanton, CAIA Registered
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Lancer Stacy CuddyCRD 3062299 · Annapolis, MDIA RegisteredBrokerDisclosure event(s) on record
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Brian James DamianiCRD 4184673 · Eagle, IDIA RegisteredBroker
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Andrew Geist EakinCRD 3111734 · Bozeman, MTIA RegisteredBroker
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Zachary Lee FurshmanCRD 5858345 · Annapolis, MDIA RegisteredBroker
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Deepa GibbonsCRD 3037297 · Ronkonkoma, NYIA RegisteredBroker
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Cullen HenleyCRD 7578855 · Bozeman, MTIA RegisteredBroker
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Donny Jordan HopoiCRD 7707415 · Eagle, IDIA Registered
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Shannen Shantel IngramCRD 5338814 · Sonora, CAIA RegisteredBroker
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Brandon Everett JonesCRD 6297434 · Eagle, IDIA RegisteredRegistration inactive
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Michael Andrew KellyCRD 6457412 · Annapolis, MDIA RegisteredBroker
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Michael Andrew KellyCRD 4135452 · Annapolis, MDIA RegisteredBroker
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Simon F KeoghCRD 5095468 · Bentonville, ARIA RegisteredRegistration inactive
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Timothy Shea KerriganCRD 4684533 · Phoenix, AZIA RegisteredBroker
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Andrew Davis KellyCRD 7418388 · Annapolis, MDIA Registered
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Jacqueline Marie LakocyCRD 1062098 · Soquel, CAIA RegisteredBroker
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Nicholas Anthony LentiniCRD 2649282 · Santa Clarita, CAIA RegisteredBroker
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Howard Jay LevineCRD 2737233 · Stowe, VTIA RegisteredBroker
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Brandon LevineCRD 7266184 · Stowe, VTIA RegisteredRegistration inactive
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Steven Blair MccartinCRD 4507863 · Chester, MDIA RegisteredBrokerDisclosure event(s) on record
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Matthew Thomas MillsCRD 8176504 · Tampa, FLIA Registered
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Christopher M MaxeyCRD 6899128 · Tampa, FLIA RegisteredRegistration inactiveDisclosure event(s) on record
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Ruth MillerCRD 2109055 · Richfield, MNIA RegisteredBroker
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Scott Toshio NishimuraCRD 1890987 · Hacienda Heights, CAIA RegisteredBroker
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Alina Lee SantiagoCRD 5140191 · Fountain Valley, CAIA RegisteredBroker
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Jonathan Craig SullivanCRD 5270944 · Portland, ORIA RegisteredBroker
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Adam Leslie SaumweberCRD 7084984 · Bentonville, ARIA RegisteredRegistration inactive
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Nicolette May SeilusCRD 6870398 · Philadelphia, PAIA RegisteredRegistration inactive
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Bryan Ross WassermanCRD 6539414 · Annapolis, MDIA RegisteredBroker
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Jonathan Ryan WarnerCRD 7501260 · Meridian, IDIA Registered
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Teresa Louise YraguiCRD 4445248 · Eagle, IDIA RegisteredBroker
1–39 of 39
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 283155 ↗
FINRA BrokerCheck record for firm CRD 283155 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.