Garrett Evan Cudahey

CFA

Clearwater Advisors, LLC

5 Years of Experience

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Areas of Practice

Investment ManagementHigh Net Worth

Clearwater Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

33 clients

Average Client Portfolio

$137.1M average

Assets Under Management

$4.5B

Fee Structure

Financial Planning:Investment management only

Location

Salem, OR

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Clearwater Advisors, LLC

February 2024 - Present · 2 yrs

Previous Registrations

Government Portfolio Advisors LLC

March 2020 - January 2024 · 3 yrs 10 mos

State Registrations2 states

IDOR

Advisor

Exams

No exam information available for this advisor.