Daniel Bates
Chief Executive OfficerClearwater Advisors, LLCCRD 6531599
About Daniel Bates
Daniel Bates is listed as Chief Executive Officer at Clearwater Advisors, LLC in Boise, ID. Form ADV reports a beneficial ownership band of Under 5%. Daniel Bates is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Clearwater Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Bates work?
Daniel Bates is listed as Chief Executive Officer at Clearwater Advisors, LLC on SEC Form ADV.
How much of Clearwater Advisors, LLC does Daniel Bates own?
Form ADV reports a beneficial ownership band of Under 5%.
Clearwater Advisors, LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Clearwater Advisors, LLC
| Title | Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |