Joshua Peteet
Clear Harbor Asset Management · Stamford, Connecticut
Joshua Peteet 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, MA · CRD 6589376 |
| Exams passed | Series 65 (2015) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.clearharboram.com |
How Joshua'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 Joshua
Is Joshua Peteet a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua 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 Joshua charge for financial advice?
Joshua'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 Joshua Peteet based?
Joshua Peteet is based in Stamford, Connecticut.
Is Joshua Peteet registered with the SEC?
Yes. Joshua Peteet is registered as an investment adviser representative in CT and MA (CRD 6589376), 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 Joshua Peteet?
Through Joshua'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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