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Daniel Bates

Chief Executive OfficerClearwater Advisors, LLCCRD 6531599

About Daniel Bates

Daniel Bates is listed as Chief Executive Officer at Clearwater Advisors, LLC in Boise, ID. Form ADV reports a beneficial ownership band of Under 5%. Daniel Bates is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Clearwater Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel Bates work?

Daniel Bates is listed as Chief Executive Officer at Clearwater Advisors, LLC on SEC Form ADV.

How much of Clearwater Advisors, LLC does Daniel Bates own?

Form ADV reports a beneficial ownership band of Under 5%.

Clearwater Advisors, LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2018
View Clearwater Advisors, LLC →

Clearwater Advisors, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2018
View Clearwater Advisors, LLC →