AdvisorOS Directory
Claim Profile
PC

Patrick John Clark

CHARTER RESEARCH & INVESTMENT GROUP INC·SOUTHPORT, Connecticut
Unclaimed Profile
2507 POST ROAD, SOUTHPORT, CT 06890CRD# 2682402Firm CRD# 106452
01

About

Patrick John Clark is a registered financial advisor based in SOUTHPORT, Connecticut, affiliated with CHARTER RESEARCH & INVESTMENT GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHARTER RESEARCH & INVESTMENT GROUP INC
CHARTER RESEARCH & INVESTMENT GROUP INC
AUM
$244M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CHARTER RESEARCH & INVESTMENT GROUP INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2682402
Firm CRD# 106452
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTHPORT?

Browse all registered financial advisors in SOUTHPORT, Connecticut or claim this profile if it's yours.

Browse SOUTHPORT AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Patrick John Clark offer?
Patrick John Clark specializes in Financial Planning, Investment Management. Contact their office in SOUTHPORT, Connecticut for a consultation.
What are Patrick John Clark's credentials?
Patrick John Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick John Clark located?
Patrick John Clark is based in SOUTHPORT, Connecticut, working with CHARTER RESEARCH & INVESTMENT GROUP INC. Their office serves clients in the SOUTHPORT metropolitan area and surrounding communities.
How does Patrick John Clark charge for services?
Patrick John Clark's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARTER RESEARCH & INVESTMENT GROUP INC?
CHARTER RESEARCH & INVESTMENT GROUP INC has approximately 3 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SOUTHPORT
Cesar Gonzalez Manent — 5TH STREET ADVISORS, LLCAbelardo Santiago Curdumi — 5TH STREET ADVISORS, LLCCraig Rosmarin — LAWTON PARK CAPITAL MANAGEMENT, LPDavid B. Murphy — SAUGATUCK ENERGY, LLCThomas Kenneth Morgan — EDGEWOOD CAPITAL ADVISORS, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile