President / Chief Executive Office · Clear Brook Advisors, Inc.
Henry W. Wagner
CRD 5141074 · Named on Form ADV at one SEC-registered adviser
At a glance
Clear Brook Advisors, Inc., an SEC-registered wealth manager based in Boston, MA with $818 million in regulatory assets, lists Henry W. Wagner on its Form ADV as President / Chief Executive Office, a control person.
Firms and roles
- Clear Brook Advisors, Inc.President / Chief Executive OfficeWealth manager · Boston, MA · $818M in regulatory assets
AtlasMembers
Henry’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- C. K. StrachanChief Compliance Officer, Clear Brook Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Henry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.