Adviser and broker representative · Clarity Wealth Management, L.l.c.
Rachelle L. Dal Monte
CRD 5451071 · Gilbert, AZ
At a glance
Rachelle L. Dal Monte is an investment adviser representative with Clarity Wealth Management, L.l.c. in Gilbert, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rachelle’s SEC record dates to 2017, about 9 years ago. Rachelle is also registered as a broker representative.
Current advisory firm
- Clarity Wealth Management, L.l.c.Since December 2018Gilbert, AZ · $237M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Rachelle’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 and FINRA BrokerCheck.