Michael Raimondi has been an investment adviser representative at Clarus Group since June 2021, and is not listed among the firm’s executive officers or direct owners. Michael Raimondi holds a Certificate in Financial Planning from New York University. Michael Raimondi studied BFA at Chapman University. Michael Raimondi studied MFA at The New School.
Clarus Group LLC is a New York, NY firm with $158M under management, 182 clients and 2 advisers across 4 offices, as of its September 2026 filing.
Michael Raimondi is Wealth Manager and Director of Operations at Clarus Group, where he provides financial planning and investment advisory services for Creative Professionals across all disciplines and stages of life. He most frequently works with Entertainment & Media Professionals, Licensed Mental Health Counselors, and the LGBTQIA+ community. Raimondi is a former educator.
Professional designations
Listed by Clarus Group
- CERTIFIED FINANCIAL PLANNER™ designation
Investment adviser representative registrations
Michael Raimondi is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2021; the most recent is Texas, in November 2023.
- New YorkSince 18 June 2021
- TexasResidentSince 3 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 June 2021 |
| Series 7TO | General Securities Representative Examination | 1 April 2021 |
| SIE | Securities Industry Essentials Examination | 29 January 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Michael Francis Raimondi
- CRD
- 5220594
- Firm
- Clarus Group · CRD 310156
- Office
- 1120 AVENUE OF AMERICAS, 4TH FLOOR, New York, NY 10036
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clarusfinancial.com
Where does Michael Raimondi work?
Michael Raimondi is an investment adviser representative registered through Clarus Group LLC since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Michael Raimondi a financial advisor?
Yes. Michael Raimondi has a current investment-adviser registration in New York and Texas, through Clarus Group since June 2021.
How many years of experience does Michael Raimondi have?
Michael Raimondi has 5 years in the financial industry, since March 2021, across 1 adviser firm.
What exams has Michael Raimondi passed?
Michael Raimondi has passed 3 licensing exams: the SIE, Series 7TO and Series 65. The earliest, the SIE, was passed in January 2021.
Where is Michael Raimondi based?
Michael Raimondi’s registered office is in New York, NY.
Is Michael Raimondi registered with FINRA?
No. Michael Raimondi has no current broker registration.
Is Michael Raimondi a CFP?
Clarus Group lists Michael Raimondi with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ designation”) on its website. CFP Board confirms certification status.
How can I verify Michael Raimondi’s record?
Search CRD 5220594 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Raimondi’s full registration record.
