Andrew ClarkCRD Number: 5279429
Current Firm: Strategic Advisers, Inc.
Andrew Clark (CRD# 5279429) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 10 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Oct 2012 - Current||5|
|Fisher Investments||Woodside, CA||Sep 2011 - Sep 2012||1|
|Fidelity Brokerage Services, LLC||Salt Lake City, UT||Oct 2006 - Aug 2011||4|
|1-800 Contacts||Draper, UT||Apr 2003 - Oct 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops