Mitchell Clark (CRD# 6594821) is an Investment Advisor Representative working at Mons Capital in Cincinnati, OH and has over 8 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinch Consultants, LLC | Columbus, OH | Nov 2019 - Current | 4 |
| Grant Street Wealth Management, Ltd. | Columbus, OH | Dec 2015 - Feb 2021 | 5 |
| Grant Street Consultants | Columbus, OH | Sep 2015 - Dec 2015 | < 1 |
| Unemployed | Columbus, OH | Feb 2015 - Sep 2015 | < 1 |
| School | Columbus, OH | Dec 2005 - Aug 2015 | 9 |
| School | Tampa, FL | Aug 2010 - Feb 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- OH
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$342,754
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
OH
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