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RL

Robert Love

CLEARUP LLC
Cambridge, MA
Some features on this profile are disabled
CRD#: 7369452
RL

Professional summary

Robert Love is a registered financial advisor currently at CLEARUP LLC located in Cambridge, Massachusetts.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Robert has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
- I am an employee of UiPath - The business is NOT investment-related - The headquarters address is 52 5th Avenue, 22nd Floor, New York, NY 10018 (work is done remotely out of Cambridge, MA) - UiPath provides software to companies looking to automate repetitive tasks on the computer using Robotic Process Automation (RPA) - I am Senior Program Manager of Learning Alliances & Certifications at UiPath - I started working for UiPath on November 12, 2018 - I work approximately 160 hours a month with UiPath - I dedicate approximately 120 hours a month to UiPath during securities trading hours - My role at UiPath is to support ongoing software product initiatives through strategic customer conversations, and internal planning with software engineers to meet customer requirements.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Love's CRS (Customer Relationship Summary).
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

April 5, 2022 - Present

CLEARUP LLC

RIA
CRD#: 319052
Cambridge, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CL
CLEARUP LLC
CLEARUP LLC

CRD#: 319052 / SEC#: 801-123457

RIA
Registered Investment Advisory firm - (3/17/2022 Approved)

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
Massachusetts
(4/5/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/25/2021
Uniform Investment Adviser Law Examination

Current Firm

CL
CLEARUP LLC
CLEARUP LLC

CRD#: 319052 / SEC#: 801-123457

RIA
Registered Investment Advisory firm - (3/17/2022 Approved)
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Contact information

Main Address
Cambridge, MA
Mailing Address
Phone number
(617) 545-5160
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CLEARUP - FORM ADV PART 2 (3/30/2024)

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

CLEARUP LLC

CRD#: 319052Cambridge, MA

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