Shane Clarke, financial advisor Waterford CT

Shane Clarke

CRD Number: 2970735
Current Firm: Fsc Wealth Advisors, LLC

Shane Clarke (CRD# 2970735) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Waterford, CT and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Inc. Waterford, CT Oct 2021 - Current < 1
Fsc Wealth Advisors, LLC Wappingers Falls, NY Jul 2016 - Current 6
Next Financial Group Waterford, CT Jul 2016 - Oct 2021 5
Guardian Life Insurance Co Of America Waterford, CT Sep 2012 - Jul 2016 3
Park Avenue Securities LLC Waterford, CT Sep 2012 - Jul 2016 3
Park Avenue Securities Groton, CT Feb 2006 - Sep 2012 6
Guardian Life Insurance Company Of America Groton, CT Dec 2005 - Sep 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Shane J. Clarke
Phone Number: 845-297-0300
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    218
    MILLIONS
  • Total Number of Accounts
    1,834
    ACCOUNTS
  • Average Account Value
    $119,093
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
Types of Clients
Registered States

CT, FL, NC, NH, NJ, NY, PA, SC, TX

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