Eustache Clerveaux

FIDARE WEALTH SOLUTIONS LLC

Jamaica, NY

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CRD#: 6780362

Professional summary

Eustache Clerveaux is a registered financial advisor currently at FIDARE WEALTH SOLUTIONS LLC located in Jamaica, New York.

Eustache is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eustache has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

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.

Public-Private Alliance Foundation; not investment-related; Hastings-on-Hudson, NY 10706; Board Member & Treasurer; Start Date: April, 2023; Approximately 1 hour per month; 0 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eustache Clerveaux'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

October 16, 2025 - Present

FIDARE WEALTH SOLUTIONS LLC

RIA

CRD#: 331122

Jamaica, NY

Past

July 26, 2019 - February 6, 2022

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

MOUNT VERNON, NY

Past

July 18, 2019 - February 6, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

MOUNT VERNON, NY

Past

April 16, 2018 - June 5, 2019

MORGAN STANLEY

RIA

CRD#: 149777

LITTLE FALLS, NJ

Past

April 12, 2018 - June 5, 2019

MORGAN STANLEY

CRD#: 149777

LITTLE FALLS, NJ

Past

September 25, 2017 - January 24, 2018

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WOODBURY, NY

Past

September 12, 2017 - January 24, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

WOODBURY, NY

Past

August 4, 2017 - August 22, 2017

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

NEW YORK, NY

Past

June 22, 2017 - August 22, 2017

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, 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.

Highlighted states indicate IAR registrations

IAR

New York
(10/16/2025)

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

Series 63

Date: 7/24/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/12/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/22/2017

General Securities Representative Examination

Current Firm

FIDARE WEALTH SOLUTIONS LLC

CRD#: 331122 / SEC#:

New York

Registered Investment Advisory firm - (5/17/2024 Approved)

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Contact information

Main Address

Jamaica, NY

Mailing Address

136 Madison Avenue 5th Floor, New York, NY 10016

Phone number

(347) 866-3225

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 4,250,000

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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Eustache Clerveaux

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eustache Clerveaux's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/24/2017

Series 65

Date: 4/12/2017

SIE

Date: 10/1/2018

Series 7

Date: 6/22/2017

Current Firm

FIDARE WEALTH SOLUTIONS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDARE WEALTH SOLUTIONS LLC

TRUST BUT VERIFY

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