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RIA / WealthAdvisor26 years in industry

CLARISSA CANDELARIO

Advisor at PRIVATE ASSET MANAGEMENT INC

KIRKLAND, WA

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Search this name across graphsid dfx:ria:28367c4b-bdf9-020a-9145-304ce6de2af2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Aug 1, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIVATE ASSET MANAGEMENT INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 29, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 29, 2000
First registration: Aug 1, 2011
Dual registered: no
Other names: Clarissa Candelario|CLARISSA DELOS SANTOS CANDELARIO
IAPD individual key: 2412201

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIVATE ASSET MANAGEMENT INC	Independent wealth	Sep 9, 2024	n/a	yes	KIRKLAND, WA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 13, 2023	Jul 25, 2024	no	BELLEVUE, WA	Previous registration
THE RETIREMENT SOLUTION LLC	Independent wealth	Aug 3, 2022	Oct 19, 2023	no	REDMOND, WA	Previous registration
HIGHTOWER ADVISORS, LLC	Bd affiliated wealth	Nov 9, 2018	Nov 20, 2021	no	Bellevue, WA	Previous registration
COLDSTREAM WEALTH MANAGEMENT	Independent wealth	Mar 20, 2017	Nov 12, 2018	no	BELLEVUE, WA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 1, 2011	Feb 16, 2017	no	ISSAQUAH, WA\|ISSAQUAH, WA\|RENTON, WA\|Bellevue, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	PRIVATE ASSET MANAGEMENT INC	Jul 25, 2024	Sep 9, 2024	46	Firm change	Ibd to RIA
THE RETIREMENT SOLUTION LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Oct 19, 2023	Nov 13, 2023	25	Firm change	RIA to ibd
HIGHTOWER ADVISORS, LLC	THE RETIREMENT SOLUTION LLC	Nov 20, 2021	Aug 3, 2022	256	Firm change	Ibd to RIA
COLDSTREAM WEALTH MANAGEMENT	HIGHTOWER ADVISORS, LLC	Nov 12, 2018	Nov 9, 2018	-3	Firm change	RIA to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	COLDSTREAM WEALTH MANAGEMENT	Feb 16, 2017	Mar 20, 2017	32	Firm change	Other

Relationships

Registered with (6)

→ PRIVATE ASSET MANAGEMENT INCRegistered adviserregistration: current employment
Sep 9, 2024 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 13, 2023 to Jul 25, 2024factForm ADV
→ THE RETIREMENT SOLUTION LLCRegistered adviserregistration: previous registration
Aug 3, 2022 to Oct 19, 2023factForm ADV
→ HIGHTOWER ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 9, 2018 to Nov 20, 2021factForm ADV
→ COLDSTREAM WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 20, 2017 to Nov 12, 2018factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 1, 2011 to Feb 16, 2017factForm ADV

Dated events

Occurred
Jul 25, 2024
Advisor changed firm
Clarissa Candelario left Fidelity Personal And Workplace Advisors for Private Asset Management Inc (registered 2024-09-09)
Form ADVobserved 4 days ago
Occurred
Oct 19, 2023
Advisor changed firm
Clarissa Candelario left The Retirement Solution Llc for Fidelity Personal And Workplace Advisors (registered 2023-11-13)
Form ADVobserved 4 days ago