Unclaimed Profile

Benjamin Hilliard Clark

HEADINVEST, LLC·PORTLAND, Maine

SIE, Series 7, Series 63, Series 6619 years registeredHEADINVEST, LLC

7 CUSTOM HOUSE ST, PORTLAND, ME 04101-4194CRD# 2663792Firm CRD# 140518

Profile Verification

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

Identity

Benjamin Hilliard Clark · PORTLAND, ME

Registration

CRD #2663792 · HEADINVEST, LLC · 19 years registered

Brand Profile

Not yet started

Career History

HEADINVEST

Jul 2018 – present

UBS FINANCIAL SERVICES INC.

Feb 2007 – Jan 2018

PORTLAND, ME

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · February 28, 2007

Years registered · 19

Disclosure History

2010Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HEADINVEST, LLC

CRD 140518 · SEC 801-66773

AUM

$898M

Regulatory assets under management

Employees

1,240 client accounts

Services offered by HEADINVEST, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HEADINVEST, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin Hilliard Clark offer?

Benjamin Hilliard Clark specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.

What are Benjamin Hilliard Clark's credentials?

Benjamin Hilliard Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Hilliard Clark located?

Benjamin Hilliard Clark is based in PORTLAND, Maine, working with HEADINVEST, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Benjamin Hilliard Clark charge for services?

Benjamin Hilliard Clark's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEADINVEST, LLC?

HEADINVEST, LLC has approximately 16 employees and manages $898M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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