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Clarissa Tarandy Iannetti

Investment Adviser Representative at Principal Advised Services

Bluffton, SCCRD #7621574Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Clarissa Tarandy Iannetti is an investment adviser representative in Bluffton, SC, currently registered with Principal Securities, Inc. and Principal Advised Services. They have worked in the securities industry since 2022. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Iowa and North Carolina.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Iowa, North Carolina
Broker:
2 states and territories

Iowa, North Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/29/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 10/1/2022
Series 7
General Securities Representative Examination
Passed 9/3/2022
SIE
Securities Industry Essentials Examination
Passed 7/19/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Principal Advised ServicesCurrent
5/30/2024 – Bluffton, SC
Principal Securities, Inc.Current
9/4/2022 – Bluffton, SC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. University OF Illinois
    Aug 2016 – May 2020Urbana, IL
  2. Village OF Orland PARK
    Jun 2015 – Sep 2017Orland Park, IL
  3. Fairlawn REAL Estate
    Mar 2019 – Sep 2019Champaign, IL
  4. Starwood Retail Partners
    Jan 2020 – Jan 2020Chicago, IL
  5. Sands Investment Group
    Jun 2020 – Jun 2021Charlotte, NC
  6. Intermark Management Corp
    Jul 2021 – Dec 2021Fort Mill, SC
  7. WOOD Residential
    Dec 2021 – May 2022Fort Mill, SC
  8. Associated Staffing
    Jun 2022 – Aug 2022Charlotte, NC
  9. Principal LIFE Insurance
    Jun 2022 – no end date reportedCharlotte, NC
  10. Principal Securities
    Aug 2022 – no end date reportedCharlotte, NC
  11. Principal Advised Services
    May 2024 – no end date reportedGrover, NC

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Principal Advised Services

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Estimated blended rate
0.005

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
224
Offices listed on AdvisorFinder:
3
Main office:
Des Moines, IA
SEC file number:
801-114432

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 10, 2026

View full firm profile

Other advisors at Principal Advised Services

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Clarissa Tarandy Iannetti has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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