Randolph R. Price

CLEAR TRAIL ADVISORS | Executive Managing Director - Wealth Manager, Partner

HOUSTON, TX 77057

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CRD#: 1478074

Professional summary

Randolph Robin Price, CFP®, who also goes by Randy Price, is a registered financial advisor currently at CLEAR TRAIL ADVISORS, LLC located in Houston, Texas.

Randolph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Randolph has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

What are your service offerings?

Financial planning

Trading individual securities

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

750K

Are you a "fiduciary"?

Yes

Aliases

Randy Price

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.

(1)- BIRNHAN WOODS INVESTMENT; REAL ESTATE; HOUSTON, TX; INVESTOR; PASSIVE INVESTOR; 2023-01; 0 HRS/MO; 0 HRS DURING TRADING; INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randolph Robin Price'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®

CFP^®

Certified Financial Planner

Start date: 1985

Experience

Current

August 12, 2025 - Present

CLEAR TRAIL ADVISORS, LLC

Office #1: 5847 San Felipe St. Suite 2380, Houston, TX 77057

RIA

CRD#: 337595

HOUSTON, TX

Past

May 27, 2022 - August 15, 2025

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

HOUSTON, TX

Past

March 22, 2018 - August 15, 2025

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RIA

CRD#: 283004

Houston, TX

Past

March 22, 2018 - May 27, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

HOUSTON, TX

Past

February 9, 2000 - April 3, 2018

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

HOUSTON, TX

Past

September 13, 1999 - April 3, 2018

RBC CAPITAL MARKETS, LLC

CRD#: 31194

HOUSTON, TX

Past

July 31, 1993 - September 16, 1999

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

February 15, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

January 19, 1987 - February 15, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

April 25, 1986 - December 31, 1989

G. R. PHELPS & CO., INC.

CRD#: 173

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

Texas
(8/12/2025)

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: 5/10/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/4/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/5/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/19/1986

General Securities Representative Examination

Current Firm

CLEAR TRAIL ADVISORS, LLC

CRD#: 337595 / SEC#: 801-134060

RIA

Registered Investment Advisory firm - (8/12/2025 120-Day Approval)

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Contact information

Main Address

5847 San Felipe St. Suite 2380, Houston, TX 77057

Mailing Address

Phone number

(713) 893-9870

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CTA ADV 2A (8/15/2025)

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Randolph R. Price

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randolph Robin Price's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

G. R. PHELPS & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/10/1993

Series 63

Date: 6/4/1986

SIE

Date: 10/1/2018

Series 31

Date: 5/5/2005

Series 7

Date: 4/19/1986

Current Firm

CLEAR TRAIL ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CLEAR TRAIL ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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