Casey Clark, financial advisor Ny NY

Casey Clark

CRD Number: 5859208
Current Firm: Rockefeller Capital Management

Casey Clark (CRD# 5859208) is an Investment Advisor Representative working at Rockefeller Capital Management in Ny, NY and has over 13 years of experience in the finance industry.

Similar Advisors
Robert Schermerhorn, financial advisor Ny NY
Robert Schermerhorn
CRD# 1063197
Lpl Financial LLC
Similar Advisors
Joseph Abed El Latif, financial advisor Ny NY
Joseph Abed El Latif
CRD# 6091481
The Ayco Company, LP
Similar Advisors
Anthony Accetta, financial advisor Ny NY
Anthony J. Accetta
CRD# 5123632
Cetera Investment Advisers LLC
Company Name Location Dates Years
Rockefeller Financial LLC New York, NY Jan 2021 - Current 3
Rockefeller Capital Management New York, NY Mar 2019 - Current 5
Glenmede Investment Management Philadelphia, PA Oct 2010 - Feb 2019 8
Glenmede Trust Company Philadelphia, PA Jan 2008 - Feb 2019 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Casey C. Clark
Phone Number: 212-549-5100
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    34,708
    MILLIONS
  • Total Number of Accounts
    46,727
    ACCOUNTS
  • Average Account Value
    $742,780
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Casey Clark and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.