Clint BoneckCRD Number: 5364196
Current Firm: Strategic Advisers, Inc.
Clint Boneck (CRD# 5364196) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 8 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||May 2011 - Current||6|
|Primerica Financial Services||South Jordan, UT||Apr 2011 - May 2011||< 1|
|Zions Bank||Salt Lake City, UT||Jun 2010 - May 2011||< 1|
|Carver Mortuary||Salt Lake City, UT||Jun 2009 - Jun 2010||1|
|Wells Fargo Investments, LLC||Salt Lake City, UT||May 2007 - May 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
|S63||Uniform Securities State Law Examination||May 2009|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- 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
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, VT, WA, WI, WV, WY