James Primiano

CLEAR VIEW WEALTH ADVISORS

ORCHARD PARK, NY 14127

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CRD#: 4415027

Professional summary

James Primiano is a registered financial advisor currently at CLEAR VIEW WEALTH ADVISORS located in Orchard Park, New York and LPL FINANCIAL LLC located in Orchard Park, New York.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. James has worked at 3 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.

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 James Primiano's 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

August 13, 2021 - Present

CLEAR VIEW WEALTH ADVISORS

Office #1: 4211 North Buffalo Road Suite 17a, Orchard Park, NY 14127

RIA

CRD#: 299247

ORCHARD PARK, NY

Current

July 10, 2025 - Present

LPL FINANCIAL LLC

Office #1: 4211 North Buffalo Road Suite 17a, Orchard Park, NY 14127Office #2: 3619 Packard Rd, Niagara Falls, NY 14303

RIA

CRD#: 6413

ORCHARD PARK, NY

Past

July 15, 2025 - July 13, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

January 5, 2015 - July 11, 2025

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

Orchard Park, NY

Past

June 26, 2001 - July 10, 2025

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

Orchard Park, NY

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Florida
(8/16/2022)

Florida
(7/10/2025)

IAR

New York
(8/13/2021)

New York
(7/10/2025)

Virginia
(7/10/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/12/2014

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/21/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/28/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/25/2001

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CLEAR VIEW WEALTH ADVISORS

CLEAR VIEW WEALTH ADVISORS | CLEAR VIEW WEALTH ADVISORS, LLC

CRD#: 299247 / SEC#:

Florida

Registered Investment Advisory firm - (8/16/2022 Approved)

New York

Registered Investment Advisory firm - (3/5/2019 Approved)

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Contact information

Main Address

4211 North Buffalo Road Suite 17a, Orchard Park, NY 14127

Mailing Address

Phone number

(716) 646-1515

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	139
AUM (Assets Under Management)	$ 15,290,000

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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James Primiano

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Primiano's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/12/2014

Series 65

Date: 11/21/2005

Series 63

Date: 7/28/2001

SIE

Date: 10/1/2018

Series 7

Date: 7/20/2005

Series 6

Date: 6/25/2001

FINRA

Current Firm

CLEAR VIEW WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEAR VIEW WEALTH ADVISORS

TRUST BUT VERIFY

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