CR
Calvin D. Rose
CLEAR CAPITAL MANAGEMENT LP
Doylestown, PA 18901-4040
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CRD#: 6365301
CR
Professional summary
Calvin David Rose is a registered financial advisor currently at CLEAR CAPITAL MANAGEMENT LP located in Doylestown, Pennsylvania.
Calvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Calvin has worked at 1 firm and has passed the Series 65 exam.
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.
1. Calvin Rose is a non paid member of Philadelphia Bond Club.
CRS (Client Relationship Summary) - RIA
Click below to view Calvin David Rose'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®
NoneExperience
Current
October 2, 2020 - Present
CLEAR CAPITAL MANAGEMENT LP
Office #1: 196 West Ashland Street Suite 516, Doylestown, PA 18901-4040RIA
CRD#: 172209
Doylestown, PA
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(5/22/2025)
IAR
Colorado(5/2/2025)
IAR
Maryland(4/3/2025)
IAR
New York(6/3/2022)
IAR
Pennsylvania(10/2/2020)
IAR
Texas(10/2/2020)
IAR
Virginia(3/2/2021)
IAR
Washington(4/3/2025)
Current Firm
CC
CLEAR CAPITAL MANAGEMENT LP
CLEAR CAPITAL MANAGEMENT LLC | CLEAR CAPITAL MANAGEMENT LP
CRD#: 172209 / SEC#:
California
Registered Investment Advisory firm - (5/22/2025 Approved)Colorado
Registered Investment Advisory firm - (5/2/2025 Approved)Maryland
Registered Investment Advisory firm - (10/6/2014 Approved)New Jersey
Registered Investment Advisory firm - (8/1/2017 Approved)New York
Registered Investment Advisory firm - (6/3/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (1/2/2020 Approved)Texas
Registered Investment Advisory firm - (1/7/2019 Conditional Restricted)Virginia
Registered Investment Advisory firm - (1/6/2015 Approved)Washington
Registered Investment Advisory firm - (4/3/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
196 West Ashland Street Suite 516, Doylestown, PA 18901-4040
Mailing Address
Phone number
(844) 890-6900
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 144 |
| AUM (Assets Under Management) | $ 34,375,738 |
Red Flags
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