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SB

Senaida N. Bautista

CLARITY WEALTH MANAGEMENT LLC
Montague, MA 01351
Some features on this profile are disabled
CRD#: 5641917
SB

Professional summary

Senaida Noemi Bautista, who also goes by Senaida N Bautista, Senaida Noemi Bautista Ramirez, Senaida Noemi Currie, is a registered financial advisor currently at CLARITY WEALTH MANAGEMENT LLC located in Montague, Massachusetts.

Senaida is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Senaida has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Senaida N Bautista | Senaida Noemi Bautista Ramirez | Senaida Noemi Currie

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) Steadfast Insurance LLC; Yes; Greenfield, MA; Insurance; Owner/ Insurance Agent; 09/2022; 10/MO; 10/MO 2) BEACON HILL WOMENS FORUM; INVESTMENT RELATED: NOT INVESTMENT RELATED; PO BOX 140390 BOSTON, MA 02114; NON PROFIT; BOARD ADVISOR FOR THE BOARD OF DIRECTORS; NO MONETARY COMPENSATION. 3) Amhurst Womens Club; NO; Amherst, MA; Non-profit; ways & means; 09/2022; 10/MO; 3/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Senaida Noemi Bautista'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

March 24, 2022 - Present

CLARITY WEALTH MANAGEMENT LLC

Office #1: 432 Greenfield Road 2nd Fl Box 268, Montague, MA, 01351
RIA
CRD#: 318575
Montague, MA
Past

February 4, 2021 - November 10, 2021

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Sunderland, MA
Past

August 16, 2010 - May 29, 2013

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
NEEDHAM, MA
Past

March 15, 2010 - May 29, 2013

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEEDHAM, MA

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
California
(7/13/2022)
IAR
Massachusetts
(3/24/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/21/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/2/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/13/2010
General Securities Representative Examination

Current Firm

CW
CLARITY WEALTH MANAGEMENT LLC
CLARITY WEALTH MANAGEMENT LLC | STEADFAST WEALTH MANAGEMENT LLC

CRD#: 318575 / SEC#:

California
Registered Investment Advisory firm - (7/13/2022 Approved)
Massachusetts
Registered Investment Advisory firm - (3/24/2022 Approved)
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Contact information

Main Address
432 Greenfield Road 2nd Fl Box 268, Montague, MA, 01351
Mailing Address
Phone number
(413) 200-0541
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts33
AUM (Assets Under Management)$ 5,137,823

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.

Company Information

CLARITY WEALTH MANAGEMENT LLC

CRD#: 318575Montague, MA 01351

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