# Donald Roger Liddell

> Donald Roger Liddell is a fee-only financial advisor at Clear Harbor Asset Management in Stamford, Connecticut. Clear Harbor Asset Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/donald-roger-liddell/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Clear Harbor Asset Management
- **Based in:** Stamford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $2.05B across 1,865 accounts
- **CRD:** 309250 (https://adviserinfo.sec.gov/individual/summary/309250)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (1981)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** http://www.clearharboram.com

## Frequently asked questions

### Is Donald Roger Liddell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donald Roger holds no broker registration, and Clear Harbor Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Donald Roger charge for financial advice?

Donald Roger's firm, Clear Harbor Asset Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Donald Roger Liddell based?

Donald Roger Liddell is based in Stamford, Connecticut.

### Is Donald Roger Liddell registered with the SEC?

Yes. Donald Roger Liddell is registered as an investment adviser representative in CT (CRD 309250), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clear Harbor Asset Management manage?

Clear Harbor Asset Management reports $2.05B across 1,865 accounts in assets under management.

### How do I contact Donald Roger Liddell?

Through Donald Roger's website, www.clearharboram.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/309250): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.