Clark Giles (CRD# 6339995) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southbury, CT and has over 8 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Southbury, CT | May 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southbury, CT | Mar 2016 - Current | 8 |
| Axa Advisors, Llc. (matauro Group) | New York, NY | Sep 2015 - Mar 2016 | < 1 |
| Unemployed | Sandy Hook, CT | May 2015 - Sep 2015 | < 1 |
| Providence College | Providence, RI | Sep 2011 - May 2015 | 3 |
| Super Fun Inflatables LLC | Danbury, CT | Jun 2011 - Sep 2014 | 3 |
| Northwestern Mutual | Westport, CT | May 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
| S63 | Uniform Securities State Law Examination | Oct 2015 |
- CT
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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