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.

Current firm

CLEAR HARBOR ASSET MANAGEMENT, LLC

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 10, 1981earliest registration or exam on IAPD

Years in industry

45derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Exams

S63

First exam

Jul 10, 1981

Dual registered

no

Other names

DONALD ROGER BROOKE LIDDELL|DONALD ROGER LIDDELL|DONALDROGER BROOKE LIDDELL|Roger Liddell|D. Roger B. Liddell|DRB Liddell|Roger B Liddell

IAPD individual key

309250

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3903f487-cae3-9e9a-0ebd-d3c52e7e9bf7

First observed

Jul 10, 1981

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.