Robert ClarkCRD Number: 47833
Current Firm: Seacrest Wealth Management, LLC
Robert Clark (CRD# 47833) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Cumberland Foreside, ME and has over 32 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
Mml Investors Services, LLC
|Seacrest Wealth Management, LLC||Purchase, NY||Oct 2015 - Current||7|
|Oppenheimer & Company Inc.||New York, NY||Jan 2003 - Oct 2015||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1990|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,115MILLIONS
Total Number of Accounts4,125ACCOUNTS
Average Account Value$270,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WY
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