Investment adviser representative · Clearbrook Investment Management, LLC
Shara A. Pagels
CRD 5634876 · Bellingham, WA
At a glance
Shara A. Pagels is an investment adviser representative with Clearbrook Investment Management, LLC in Bellingham, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Shara’s SEC record dates to 2009, about 17 years ago.
Current advisory firm
- Clearbrook Investment Management, LLCSince August 2016Bellingham, WA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Shara’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
- 2 firmsLocked
- 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.