Clark & Stuart Inc.

Clark & Stuart Inc. (CRD# 107991) is a financial advisory firm headquartered in Portland, ME. They manage $169,830,150 in 172 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1945 Congress Street Building A, Portland, ME 04102
By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $987,385
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
The map below shows states where this firm has explicit registration only.

CT, FL, MA, ME, NH, TX

Financial Advisors at Clark & Stuart Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Charles Clark, financial advisor Portland ME
Charles S. Clark
CRD#: 861962
1945 Congress Street, Building A, Portland, ME 04102

Charles Clark (CRD# 861962) is an Investment Advisor Representative working at Clark & Stuart Inc. in Portland, ME and has over 41 years of experience in the finance industry.

2
Michael Stuart, financial advisor South Hamilton MA
Michael H. Stuart
CRD#: 2496901
203 Willow Street, South Hamilton, MA 01982

Michael Stuart (CRD# 2496901) is an Investment Advisor Representative working at Clark & Stuart Inc. in South Hamilton, MA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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