Matthew Sexton
Clear Harbor Asset Management · New York, New York
Matthew Sexton is a fee-only financial advisor at Clear Harbor Asset Management in New York, New York, who holds the CFP, CIMA and MSFP credentials. Matthew focuses on estate & legacy planning and retirement planning. Clear Harbor Asset Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Clear Harbor Asset Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $2.05B across 1,865 accounts |
| Credentials | CFP · CIMA · MSFP |
| SEC registration | Investment adviser representative in CT · CRD 2906497 |
| Exams passed | Series 63 (2004) · Series 66 (2013) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | clearharboram.com |
How Matthew'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 Matthew
Is Matthew Sexton a fee-only financial advisor?
Yes. Matthew Sexton is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.
How does Matthew charge for financial advice?
Matthew'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 Matthew Sexton based?
Matthew Sexton is based in New York, New York.
What does Matthew specialize in?
Matthew's specialties include estate & legacy planning and retirement planning.
What credentials does Matthew Sexton hold?
Matthew Sexton holds the CFP, CIMA and MSFP credentials.
Is Matthew Sexton registered with the SEC?
Yes. Matthew Sexton is registered as an investment adviser representative in CT (CRD 2906497), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Matthew Sexton?
Through Matthew's website, clearharboram.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Clear Harbor Asset Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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