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Fernando Garip

Managing Director and Investment Committee Member at Clearbrook Investment Consulting

Investment adviser registration

Fernando Garip is Managing Director and Investment Committee Member of Clearbrook Investment Consulting LLC, a New York investment adviser managing $13.7B. Fernando Garip has 20 years in the industry across 2 firms and has passed the Series 65 and Series 7.

20
Years in industry
2
Adviser firms
1
States registered

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Fernando Garip has been Managing Director and Investment Committee Member of Clearbrook Investment Consulting since June 2020. Fernando Garip is a control person of the firm and directly owns under 5% of it. Fernando Garip holds a Bachelor’s degree from Villanova University and an Executive Management Program from Kennedy School of Government, Harvard University.

Clearbrook Investment Consulting LLC is a New York, NY firm with $13.7B under management, 1 client and 6 advisers in one office, as of its March 2026 filing.

Clearbrook identifies Fernando Garip as a managing director and says he joined its team in 2019 as director of portfolio strategy.

  1. Clearbrook Investment Solutions LLCAlso current
    – present · 4 years
    New York, NY · Adviser representative · Firm CRD 155607
  2. Clearbrook Investment Solutions LLC
    – · 2 years
    Hackensack, NJ · Adviser representative · Firm CRD 155607
  3. Td Wealth Management Services Inc.
    – · 7 years
    Ramsey, NJ · Adviser representative · Firm CRD 6940

Credentials and registrations

Investment adviser representative registrations

New Jersey21 March 2022
Status
Approved

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 719 November 2012
Name
General Securities Representative Examination
Series 6523 November 2002
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Fernando Nicholas Garip
CRD
4589305

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Fernando Garip work?

Fernando Garip has been Managing Director and Investment Committee Member of Clearbrook Investment Consulting LLC since June 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Is Fernando Garip a financial advisor?

Yes. Fernando Garip has a current investment-adviser registration in New Jersey.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Fernando Garip have?

Fernando Garip has 20 years in the financial industry, since July 2006, across 2 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Fernando Garip passed?

Fernando Garip has passed 2 licensing exams: the Series 65 and Series 7. The earliest, the Series 65, was passed in November 2002. FINRA credited Fernando Garip with the SIE, which began in October 2018.

Source: IAPD individual record, checked 18 October 2026

Where was Fernando Garip previously registered as an investment adviser?

Fernando Garip has past investment-adviser registrations through Clearbrook Investment Solutions LLC, October 2019 to December 2021; Td Wealth Management Services Inc., November 2002 to May 2010, across 2 firms.

Source: IAPD individual record, checked 18 October 2026

Leadership at Clearbrook Investment Consulting

Sources

  1. IAPD individual record, CRD 4589305. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Clearbrook Investment Consulting LLC, filed 31 March 2026. Title, control and ownership bands.
  3. Clearbrook Investment Consulting team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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