Robert Dalldorf
Clear Harbor Asset Management · Wilton, Connecticut
Robert Dalldorf is a fee-only financial advisor at Clear Harbor Asset Management in Wilton, 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 | Wilton, 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, TX · CRD 1032469 |
| Exams passed | Series 63 (1983) · Series 65 (1995) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.clearharboram.com |
How Robert'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 Robert
Is Robert Dalldorf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert'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 Robert Dalldorf based?
Robert Dalldorf is based in Wilton, Connecticut.
Is Robert Dalldorf registered with the SEC?
Yes. Robert Dalldorf is registered as an investment adviser representative in CT and TX (CRD 1032469), 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 Robert Dalldorf?
Through Robert'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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