Jeb S. Armstrong
Professional summary
Jeb Stuart Armstrong is a registered financial advisor currently at CLEAR HARBOR ASSET MANAGEMENT, LLC located in Stamford, Connecticut.
Jeb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jeb has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 87, Series 86, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeb Stuart Armstrong's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 14, 2020 - Present
CLEAR HARBOR ASSET MANAGEMENT, LLC
Office #1: 263 Tresser Blvd. Suite 1502, Stamford, CT 06901August 13, 2014 - January 13, 2016
MARWOOD GROUP RESEARCH
May 7, 2014 - January 13, 2016
MARWOOD GROUP RESEARCH
March 4, 2013 - April 23, 2013
CLSA AMERICAS, LLC
August 7, 2006 - April 23, 2013
CREDIT AGRICOLE SECURITIES (USA) INC.
March 27, 1998 - April 9, 2002
DIME SECURITIES, INC.
Primary Firm SEC Registration
CLEAR HARBOR ASSET MANAGEMENT, LLC
CRD#: 152242 / SEC#: 801-70821
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/14/2020)
Exams
Current Firm
CLEAR HARBOR ASSET MANAGEMENT, LLC
CRD#: 152242 / SEC#: 801-70821
Contact information
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,667 |
| AUM (Assets Under Management) | $ 1,742,800,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/18/2024 | ||
| 01/23/2024 | ||
| 01/06/2023 | ||
| 04/28/2022 |
Red Flags
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