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Lake Street

CRD 296761  ·  Chicago, IL  ·  $1.2B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
296761
SEC number
801-113228
Firm type
RIA
Assets under management
$1.2B as of Mar 23, 2026
Website
www.clarity-fg.com ↗
Phone
312-766 7040
Address
128 N. May Street, Chicago, IL, 60607

Advisors at this firm

6 in our index · page 1 of 1

  • Anuj Dave GroverCRD 4199595 · Chicago, IL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Richard S O'haraCRD 5570125 · Palm City, FL
    IA RegisteredRegistration inactive
  • Donald Lee RoseenCRD 3184246 · Chicago, IL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Joseph David StockCRD 5816404 · Chicago, IL
    IA RegisteredBroker
  • Justin Michael TerzoCRD 5716648 · Chicago, IL
    IA RegisteredRegistration inactive
  • Ryan Nelson ToddCRD 2882139 · Chicago, IL
    IA RegisteredRegistration inactive
1–6 of 6

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 296761 ↗ FINRA BrokerCheck record for firm CRD 296761 ↗ 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.

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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.