Investment adviser representative · Clearwater Capital Partners
Melissa J. Dailey
CRD 3272520 · Hoffman Estates, IL
At a glance
Melissa J. Dailey is an investment adviser representative with Clearwater Capital Partners in Hoffman Estates, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Melissa’s SEC record dates to 2011, about 15 years ago.
Current advisory firm
- Clearwater Capital PartnersSince October 2021Hoffman Estates, IL · $1.7B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Melissa’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
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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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.