Sarah Clark, financial advisor Wilton CT
93 score

Sarah Clark

CRD Number: 3053731
Current Firm: Commonfund Asset Management Company, Inc.

Sarah Clark (CRD# 3053731) is an Investment Advisor Representative working at Commonfund Asset Management Company, Inc. in Wilton, CT and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Commonfund Asset Management Company, Inc. Wilton, CT Jul 2000 - Current 16
Commonfund Securities, Inc. Wilton, CT Jul 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
Contact Info for Sarah E. Clark
Phone Number: 203-563-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    14,467
    MILLIONS
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $116,671,848
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, CT, DC, DE, IL, KY, MA, MD, MI, MN, MO, NJ, NY, OH, PA, TN, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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