Clarissa Coombs is a registered investment advisor at &partners, based in Lansing, NY, with 24 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
3105 North Triphammer Road, Suite 3, Lansing, NY, 14882
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Regulatory History
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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Clarissa is a board member and secretary for the Suicide Prevention Foundation, which owns and maintains the building for the Ithaca Suicide Crisis Center. She spends minimal time on this activity, primarily taking minutes and voting on motions.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
LPL Financial LLCBroker
NFP Securities, INC.Broker
Princor Financial Services CorporationBroker
State Registrations35 states
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.