Ray Lombardo has held the title Member at Clearview Investment Partners since May 2009, is a control person of the firm and directly owns between 50% and 75% of it. Ray Lombardo holds a Bachelor of Science in Finance, Real Estate and Law from California Polytechnic University, Pomona.
Clearview Investment Partners, LLC is a Costa Mesa, CA firm with $105M under management, 134 clients and 2 advisers in one office, as of its March 2026 filing.
Raymond M. Lombardo is a Managing Partner and the Chief Executive Officer of Clearview Investment Partners, LLC. Before joining Clearview, he worked at UBS Financial Services (formerly PaineWebber) for 21 years.
Ray Lombardo’s longest registration is the current one, 17 years at Clearview Investment Partners since 2009. Before joining Clearview Investment Partners in 2009, Ray Lombardo was registered through UBS Financial Services Inc.
- – present · 17 yearsCosta Mesa, CA · Adviser representative · Firm CRD 150046
- UBS Financial Services Inc.– · 11 yearsNewport Beach, CA · Adviser representative · Firm CRD 8174
Professional designations
Listed by Clearview Investment Partners
- Certified Investment Management Analyst (CIMA)
Investment adviser representative registrations
Ray Lombardo is registered as an investment adviser representative in California, since May 2009.
- CaliforniaSince 26 May 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 March 1999 |
| Series 3 | National Commodity Futures Examination | 27 July 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 September 1988 |
| Series 7 | General Securities Representative Examination | 20 August 1988 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ray Matthew Lombardo
- CRD
- 1865438
- Firm
- Clearview Investment Partners · CRD 150046
- Role
- Member
- Office
- 3151 AIRWAY AVENUE, SUITE H-1, Costa Mesa, CA 92626
- Registration
- Investment adviser registration
- In the industry since
- July 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cviewip.com
Where does Ray Lombardo work?
Ray Lombardo has held the title Member at Clearview Investment Partners, LLC since May 2009, and is a control person of the firm.
Is Ray Lombardo a financial advisor?
Yes. Ray Lombardo has a current investment-adviser registration in California, through Clearview Investment Partners since May 2009.
How many years of experience does Ray Lombardo have?
Ray Lombardo has 29 years in the financial industry, since July 1997, across 2 adviser firms.
What exams has Ray Lombardo passed?
Ray Lombardo has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in August 1988.
Where is Ray Lombardo based?
Ray Lombardo’s registered office is in Costa Mesa, CA.
Is Ray Lombardo registered with FINRA?
No. Ray Lombardo has no current broker registration.
How can I verify Ray Lombardo’s record?
Search CRD 1865438 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ray Lombardo’s full registration record.
