Claire Mcnamara is a registered investment advisor, based in Orchard Park, NY, with 27 years of industry experience.
Location
Orchard Park, NY
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Claire works as a Wealth Management Assistant at Lumsden & McCormick Financial Services, LLC, handling account opening, maintenance, and trades. This role takes nearly full-time hours and is not investment related.
Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 1 yr
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
September 2021 - September 2025 · 4 yrs
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Capital CORP.Broker
January 2005 - October 2019 · 14 yrs 9 mos
Cadaret, Grant & CO., INC.Broker
September 2003 - October 2004 · 1 yr 1 mo
Lincoln Financial Advisors CorporationBroker
March 2003 - July 2003 · 4 mos
The Lincoln National Life Insurance CompanyBroker
March 2003 - July 2003 · 4 mos
Salomon Smith Barney INC.Broker
May 2001 - December 2002 · 1 yr 7 mos
Royal Alliance Associates, INC.Broker
April 1998 - February 2001 · 2 yrs 10 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.