Brian Clark, financial advisor Saint Louis MO

Brian Clark

CRD Number: 4802438
Current Firm: Saxony Capital Management, LLC

Brian Clark (CRD# 4802438) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Saint Louis, MO and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Saxony Capital Management, LLC St. Louis, MO Aug 2007 - Current 16
Pinnacle Equity Management, Inc. St. Louis, MO Jan 2014 - Jun 2020 6
Saxony Securities, Inc. St. Louis, MO May 2004 - Apr 2019 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Brian L. Clark
Phone Number: 314-963-9336
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $302,017
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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

CA, CO, CT, FL, HI, IL, LA, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TX

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