Marie Clow, financial advisor Lake Oswego OR

Marie Clow

CRD Number: 1630660
Current Firm: Steward Partners Investment Solutions, LLC

Marie Clow (CRD# 1630660) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Steward Partners Investment Advisory, LLC Lake Oswego, OR Jun 2023 - Current < 1
Steward Partners Global Advisory, LLC Lake Oswego, OR Apr 2021 - Current 2
Steward Partners Investment Solutions, LLC Lake Oswego, OR Aug 2015 - Current 8
Rbc Capital Markets, LLC Portland, OR Jan 2011 - Aug 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Marie M. Clow
Phone Number: 971-353-7800
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    823
    MILLIONS
  • Total Number of Accounts
    2,043
    ACCOUNTS
  • Average Account Value
    $402,775
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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