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).
Total Assets Under Management88MILLION
Total Number of Accounts164ACCOUNTS
Average Account Value$536,187
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CT, MA, ME, NH, TX
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.
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.