TA
Thomas W. Aichele
CLEAR CAPITAL MANAGEMENT LP
Doylestown, PA 18901-4040
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CRD#: 7331099
TA
Professional summary
Thomas William Aichele, who also goes by Tom William Sadler Aichele, is a registered financial advisor currently at CLEAR CAPITAL MANAGEMENT LP located in Doylestown, Pennsylvania.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Thomas has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tom William Sadler Aichele
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.Thomas William Aichele is a non paid member of Philadelphia bond club. The Bond Club of Philadelphia is a non profit that offers a regular schedule of educational events which emphasize fixed income, macro-economic and general market related subjects. Furthermore, members have the opportunity to network with like-minded investment professionals from across the Greater Philadelphia region through a series of social gatherings held throughout the year.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas William Aichele'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
June 3, 2022 - 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
New York(6/3/2022)
IAR
Pennsylvania(6/8/2022)
Exams
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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