# CLEARVIEW FINANCIAL PLANNING, INC.

CLEARVIEW FINANCIAL PLANNING, INC. of SOUTHOLD, NY is an SEC-registered investment adviser.

## Registration

- CRD: 291834
- Type: SEC-registered investment adviser
- SEC file number: 801-120791
- Location: 51020 MAIN ROAD, SOUTHOLD, NY, 11971
- Phone: (631) 765-8110
- Latest filing: 2026-03-13
- Regulatory AUM: $37.9M
- Discretionary AUM: $37.5M
- Non-discretionary AUM: $348K
- Clients: 1
- Accounts: 41

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David Carleton Dickerson | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| DICKERSON DAVID CARLETON | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291834/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291834/similar
- Related entities: https://search.stillhousedata.com/firm/291834/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291834

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.