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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · 1taxfinancial

Clare J. Fazackerley

CRD 5799085 · Cincinnati, OH

At a glance

Clare J. Fazackerley is an investment adviser representative with 1taxfinancial in Cincinnati, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Clare’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • 1taxfinancialSince January 2016Cincinnati, OH · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2016 (10 years)
Designations
Certified Financial Planner
Exams
Series 63
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Clare’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
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When they joined their current firm, and their firm’s growth
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.