Clarity Financial Advisors LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 323321
- SEC number
- 801-126778
- Firm type
- RIA
- Assets under management
- $149.5M as of Jun 26, 2026
- Website
- theclarityfinancial.com ↗
- Phone
- (816) 786-5031
- Address
- 260 1st Ave S., St. Petersburg, FL, 33710
Advisors at this firm
5 in our index · page 1 of 1
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Lucas Jay NislyCRD 8232757 · Sarasota, FLIA Registered
-
David Michael O'neillCRD 7380084 · St. Petersburg, FLIA RegisteredRegistration inactive
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Douglas Steven RootCRD 7238649 · Greenwood, DEIA RegisteredRegistration inactive
-
William Anthony RootCRD 6489016 · Sarasota, FLIA RegisteredRegistration inactive
-
Trevor K ShultzCRD 6915449 · St. Petersburg, FLIA RegisteredRegistration inactive
1–5 of 5
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 323321 ↗
FINRA BrokerCheck record for firm CRD 323321 ↗
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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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.