Donald Roger Liddell
Clear Harbor Asset Management · Stamford, Connecticut
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.
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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 | $2.05B across 1,865 accounts |
| SEC registration | Investment adviser representative in CT · CRD 309250 |
| Exams passed | Series 63 (1981) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.clearharboram.com |
How Donald Roger's firm compares
- Clear Harbor Asset Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,865 accounts).
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Questions about Donald Roger
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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