Unclaimed Profile

Patrick John Clark

CHARTER RESEARCH & INVESTMENT GROUP INC·SOUTHPORT, Connecticut

Clean recordCHARTER RESEARCH & INVESTMENT GROUP INC

2507 POST ROAD, SOUTHPORT, CT 06890CRD# 2682402Firm CRD# 106452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick John Clark · SOUTHPORT, CT

Registration

CRD #2682402 · CHARTER RESEARCH & INVESTMENT GROUP INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CHARTER RESEARCH & INVESTMENT GROUP INC

AUM

$244M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHARTER RESEARCH & INVESTMENT GROUP INC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2682402

Firm CRD# 106452

View on FINRA BrokerCheck →

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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.

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