CB
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Clement Ballas

14 Years of Experience
New York, NY

Clement Ballas is a registered investment advisor at Turtle Bay Group, INC., based in New York, NY, with 14 years of industry experience. Clement operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Retirement Planning. Their firm serves 184 clients.

Compensation
N/A
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

369 Lexington Avenue, 24th Floor, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Clement is the treasurer of Edgar Dobie, Inc., a privately held corporation providing consulting services in the entertainment industry, a role he has held since 1997. He dedicates minimal time to this uncompensated position, primarily reviewing and signing corporate tax returns.

Employment History
Current Registrations
Turtle Bay Group, INC.
November 2011 - Present · 14 yrs 6 mos
State Registrations5 states
CACTLANYSC
Advisor

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.
Clement Ballas - Financial Advisor | TrueAdvisor