Douglas Root has been an investment adviser representative at Clarity Financial Advisors since November 2022, and is not listed among the firm’s executive officers or direct owners.
Clarity Financial Advisors LLC is a St. Petersburg, FL firm with $150M under management, 992 clients and 6 advisers across 8 offices, as of its September 2026 filing.
Doug Root is Financial Advisor at Clarity Financial, based in St. Petersburg, Florida. Before becoming a financial advisor, Root spent seven years as a teacher, teaching personal finance with the Dave Ramsey High School Curriculum.
Douglas Root’s longest registration is the current one, 3 years at Clarity Financial Advisors since 2022. Before joining Clarity Financial Advisors in 2022, Douglas Root was registered through Cambridge Investment Research Advisors, Inc.
- – present · 3 yearsGreenwood, DE · Adviser representative · Firm CRD 323321
- Cambridge Investment Research Advisors, Inc.– · 2 yearsGreenwood, DE · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Douglas Root is registered as an investment adviser representative in Delaware, since November 2022.
- DelawareSince 1 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 August 2020 |
| Series 7TO | General Securities Representative Examination | 27 May 2020 |
| SIE | Securities Industry Essentials Examination | 21 May 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Douglas Steven Root
- CRD
- 7238649
- Firm
- Clarity Financial Advisors · CRD 323321
- Office
- Greenwood, DE
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theclarityfinancial.com
Where does Douglas Root work?
Douglas Root is an investment adviser representative registered through Clarity Financial Advisors LLC since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Douglas Root a financial advisor?
Yes. Douglas Root has a current investment-adviser registration in Delaware, through Clarity Financial Advisors since November 2022.
How many years of experience does Douglas Root have?
Douglas Root has 6 years in the financial industry, since May 2020, across 2 adviser firms.
What exams has Douglas Root passed?
Douglas Root has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2020.
Where is Douglas Root based?
Douglas Root’s registered office is in Greenwood, DE.
Is Douglas Root registered with FINRA?
No. Douglas Root has no current broker registration.
How can I verify Douglas Root’s record?
Search CRD 7238649 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas Root’s full registration record.
