Company Information

Get to know Clear Path Advisory and CFO Services, LLC

Founded by Michael Dansky, Clear Path Advisory and CFO Services, LLC is a boutique consulting firm that offers high-level financial and strategic guidance to businesses that need C-suite expertise without the expense of a full-time executive. The firm specializes in providing fractional and interim CFO services, focusing on areas such as strategic planning, financial modeling and analysis, cash flow management, operational improvements, and transaction advisory services. Their mission is to partner with leadership teams to navigate complex challenges, drive profitability, and position companies for sustainable growth.

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Financial Other Service

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Clear Path Advisory and CFO Services, LLC

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.