Clarissa Candelario has been an investment adviser representative at Private Asset Management since September 2024, and is not listed among the firm’s executive officers or direct owners.
Private Asset Management Inc is a Kirkland, WA firm with $109M under management, 60 clients and 4 advisers in one office, as of its April 2026 filing.
Clarissa Candelario’s longest registration was 5 years at Ameriprise Financial Services, Inc. (2011–2017). Before joining Private Asset Management in 2024, Clarissa Candelario was registered through Fidelity Personal and Workplace Advisors and The Retirement Solution LLC.
- Private Asset Management IncCurrent– present · 2 yearsKirkland, WA · Adviser representative · Firm CRD 108815
- Fidelity Personal and Workplace Advisors– · under a yearBellevue, WA · Adviser representative · Firm CRD 288590
- The Retirement Solution LLC– · 1 yearRedmond, WA · Adviser representative · Firm CRD 148106
- Hightower Advisors, LLC– · 3 yearsBellevue, WA · Adviser representative · Firm CRD 145323
- Coldstream Wealth Management– · 1 yearBellevue, WA · Adviser representative · Firm CRD 108805
- Ameriprise Financial Services, Inc.– · 5 yearsRenton, WA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Clarissa Candelario is registered as an investment adviser representative in Washington, since September 2024.
- WashingtonSince 9 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 29 July 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 July 2000 |
| Series 7 | General Securities Representative Examination | 3 June 2000 |
| Series 3 | National Commodity Futures Examination | 6 July 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- CRD
- 2412201
- Firm
- Private Asset Management · CRD 108815
- Office
- 4040 LAKE WASHINGTON BLVD NE, #305, Kirkland, WA 98033
- Registration
- Investment adviser registration
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Clarissa Candelario work?
Clarissa Candelario is an investment adviser representative registered through Private Asset Management Inc since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Clarissa Candelario a financial advisor?
Yes. Clarissa Candelario has a current investment-adviser registration in Washington, through Private Asset Management since September 2024.
How many years of experience does Clarissa Candelario have?
Clarissa Candelario has 20 years in the financial industry, since June 2006, across 6 adviser firms.
What exams has Clarissa Candelario passed?
Clarissa Candelario has passed 4 licensing exams: the Series 3, Series 7, Series 63 and Series 65. The earliest, the Series 3, was passed in July 1994. FINRA credited Clarissa Candelario with the SIE, which began in October 2018.
Where did Clarissa Candelario work before Private Asset Management?
Before Private Asset Management, Clarissa Candelario was registered through Fidelity Personal and Workplace Advisors, November 2023 to July 2024; The Retirement Solution LLC, August 2022 to October 2023; Hightower Advisors, LLC, November 2018 to November 2021; Coldstream Wealth Management, March 2017 to November 2018; Ameriprise Financial Services, Inc., August 2011 to February 2017.
Where is Clarissa Candelario based?
Clarissa Candelario’s registered office is in Kirkland, WA.
Is Clarissa Candelario registered with FINRA?
No. Clarissa Candelario has no current broker registration.
How can I verify Clarissa Candelario’s record?
Search CRD 2412201 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clarissa Candelario’s full registration record.