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Through its wholly-owned subsidiaries (CSSC Investment Advisory Services, Inc., a Registered Investment Adviser; CSSC Insurance Services, Inc.; and CSSC Brokerage Services, Inc., a Registered Broker/Dealer) and a growing nationwide network of affiliates, CSSC is introducing its new and patented investment consulting model and methodology which will enable investors (individuals and fiduciaries) to optimize investment manager selection and performance monitoring in a way never before possible.

Changing the Process,
Changes the Results®


What is a Custodian and What is a Clearing Firm? 
A custodian is a financial institutional that has certain regulatory responsibilities for assets in a client's brokerage account.  A clearing firm is an organization that, among other things, handles the execution, clearance, and settlement of transactions.

Our firm, as an affiliate of Consulting Services Support Corporation and its subsidiaries is required to have a custodian and clearing firm for our clients.  CSSC has selected Pershing and/or Fidelity as possible custodians for the investments that you have entrusted to our firm.  Pershing LLC and Fidelity's clearing firm, National Financial Services, LLC (NFS) - are two of the largest clearing providers in the industry.


 

Who is Pershing?** With almost 75 experience, Pershing LLC, a BNY Mellon company, is a leading global provider of financial business solutions. A member of NYSE, FINRA® and SIPC®, Pershing has over $1 trillion in global client assets*. Its parent company, BNY Mellon, has $29.1 trillion in assets under custody and administration.  Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, fund managers, registered investment advisor firms and wealth managers who represent 6 million investor accounts.

What does Pershing do for me? Pershing works behind the scenes and acts in a custodial capacity, safeguarding your financial assets. Pershing provides fast, precise trade execution and settlement, and is responsible for the accurate and timely delivery of brokerage account statements, trade confirmations and tax documents.

For more information on Pershing, please visit www.pershing.com.


Who is Fidelity? ***
Fidelity Institutional Wealth Services (IWS) is a unit of Fidelity Investments that provides a comprehensive custody platform, brokerage services, trading capabilities, and practice management and consulting services to registered investment advisors, including strategic acquirers and professional asset managers, as well as retirement record keepers.
For more information about Fidelity Investments, visit www.fidelity.com.


*This is a registered service mark and is being used with the permission of Consulting Services Support Corporation

**Information provided by Pershing as of March 31, 2016

***Information provided by Fidelity, February 2014 715453.1.0

 
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CLEAR PERSPECTIVE ADVISORS, LLC
One Pillsbury Street, Suite 300
Concord, New Hampshire 03301

Phone: (603) 369-4750
Fax: (603) 369-4786

For a personalized consultation,
please contact
Al Romano, CPA/PFS
 

Check the background of an investment professional on FINRA's Broker Check.

Advisory Services offered through CSSC Investment Advisory Services, Inc., a Registered Investment Adviser (www.csscias.com).
Securities offered through CSSC Brokerage Services, Inc., Member FINRA (www.finra.org) and SIPC (www.sipc.com). Insurance Services offered through CSSC Insurance Services, Inc.

Information relating to securities is intended for the residents of Georgia, Maine, Massachusetts, New Hampshire and Viginia only. Information related to insurance is intended for residents of Maine and New Hampshire only. If you are not a resident of one of these states please let us know, as state registration can be applied for, whereby, upon approval, we will be able to communicate directly with you. By visiting and utilizing this website, you agree to the terms and conditions of the Website Disclaimer available through the following link: Website Disclaimer     Privacy Policy