Chad Clark, financial advisor Salisbury MD

Chad Clark

CRD Number: 5350749
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chad Clark (CRD# 5350749) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salisbury, MD and has over 16 years of experience in the finance industry.

Similar Advisors
Charles Adams, financial advisor Salisbury MD
Charles G. Adams
CRD# 6005366
Edward Jones
Similar Advisors
Mark Apolenis, financial advisor Salisbury MD
Mark E. Apolenis
CRD# 6118139
Eagle Strategies LLC
Similar Advisors
Joseph Baker, financial advisor Salisbury MD
Joseph D. Baker
CRD# 5739173
Ballast Financial Advisors, LLC
Company Name Location Dates Years
Bank Of America, N.a. Salisbury, MD Sep 2016 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Salisbury, MD Sep 2016 - Current 7
Morgan Stanley Private Bank, National Association New York, NY Sep 2015 - Sep 2016 1
Morgan Stanley Boca Raton, FL Aug 2015 - Sep 2016 1
Pnc Investments Pittsburgh, PA Aug 2013 - Aug 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Apr 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Chad A. Clark
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.