Clear Perspective Advisors LLC

Clear Perspective Advisors LLC, an IL limited liability company, is a team of nine professionals, seven of which are in advisory roles. While it is unclear how many clients they serve, their SEC registration has been approved since April 2011.

• GERY JOSEPH SADZEWICZ

  CHIEF COMPLIANCE OFFICER owns less than 5%

• JONATHAN NMN HYLTON

  MANAGING MEMBER owns more than 25% but less than 50%

• MICHAEL JACOB MORCOS

  MANAGING MEMBER owns more than 25% but less than 50%

• STEWART ALLEN BEACH

  MANAGING MEMBER owns more than 25% but less than 50%

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• Comparing Clear Perspective Advisors' Q3 and Q4 2021 13F Holdings: A Look at the Changes

• SPDR SERIES TRUST $10,811k
• Berkshire Hathaway, Inc. $8,351k
• Apple Inc $4,375k
• ISHARES TR CORE S&P MCP ETF $3,654k
• MICROSOFT CORP $3,429k
• MASTERCARD INC $3,230k
• Alphabet Inc $2,720k
• SANFILIPPO JOHN B & SON INC CO $2,697k
• ISHARES TR CORE S&P SCP ETF $2,675k
• Amazon.com Inc $2,447k