Clark & Stuart Inc.

Clark & Stuart Inc. (CRD# 107991) is a financial advisory firm headquartered in Portland, ME. They manage $87,934,730 in 164 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $536,187
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MA, ME, NH, TX

Financial Advisors at Clark & Stuart Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael H. Stuart
CRD#: 2496901
1066 Storrs Road, Storrs, CT 06268
96
Wealthminder
score

Michael Stuart (CRD# 2496901) is an Investment Advisor Representative working at Clark & Stuart Inc. in Storrs, CT and has over 22 years of experience in the finance industry.

2
Charles S. Clark
CRD#: 861962
2385 Congress Street, Portland, ME 04102
16
Wealthminder
score

Charles Clark (CRD# 861962) is an Investment Advisor Representative working at Clark & Stuart Inc. in Portland, ME and has over 33 years of experience in the finance industry. Charles Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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