Barry E. Dampf

CLEAR POINT ADVISORS

Melville, NY 11747

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CRD#: 1172107

Professional summary

Barry Evan Dampf is a registered financial advisor currently at CLEAR POINT ADVISORS, INC. located in Melville, New York.

Barry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Barry has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Evan Dampf's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 10, 2022 - Present

CLEAR POINT ADVISORS, INC.

Office #1: 1 Huntington Quadrangle Suite 1s01, Melville, NY 11747

RIA

CRD#: 111775

Melville, NY

Past

August 12, 2013 - April 24, 2014

AEGIS CAPITAL CORP.

CRD#: 15007

MELVILLE, NY

Past

April 2, 2004 - April 13, 2007

NORTH RIDGE SECURITIES CORP.

CRD#: 27098

MELVILLE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLEAR POINT ADVISORS, INC.

BRILL STEVEN ADVISORS INC | STEVEN BRILL ADVISORS, INC. | CLEAR POINT ADVISORS, INC.

CRD#: 111775 / SEC#: 801-55390

RIA

Registered Investment Advisory firm - (3/30/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(2/10/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/10/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/19/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/12/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLEAR POINT ADVISORS, INC.

BRILL STEVEN ADVISORS INC | STEVEN BRILL ADVISORS, INC. | CLEAR POINT ADVISORS, INC.

CRD#: 111775 / SEC#: 801-55390

RIA

Registered Investment Advisory firm - (3/30/1998 Approved)

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Contact information

Main Address

1 Huntington Quadrangle Suite 1s01, Melville, NY 11747

Mailing Address

1 Huntington Quad Suite 2s10, Melville, NY 11747

Phone number

(631) 333-2222

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLEAR POINT ADVISORS INC ADV PART 2 A&B (3/31/2025)

Regulatory assets under management

Total Number of Accounts	556
AUM (Assets Under Management)	$ 231,165,242

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Barry E. Dampf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barry Evan Dampf's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEAR POINT ADVISORS, INC.

AEGIS CAPITAL CORP.

NORTH RIDGE SECURITIES CORP.

Primary Firm SEC Registration

CLEAR POINT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/10/2022

Series 63

Date: 8/19/2013

Series 6

Date: 8/12/2013

Current Firm

CLEAR POINT ADVISORS, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLEAR POINT ADVISORS, INC.

TRUST BUT VERIFY

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