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Charles Stone Clark

CLARK & STUART INC·PORTLAND, Maine
Unclaimed Profile
1945 CONGRESS STREET BUILDING A, PORTLAND, ME 04102CRD# 861962Firm CRD# 107991
01

About

Charles Stone Clark is a registered financial advisor based in PORTLAND, Maine, affiliated with CLARK & STUART INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CLARK & STUART INC
CLARK & STUART INC
AUM
$170M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CLARK & STUART INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 861962
Firm CRD# 107991
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Stone Clark offer?
Charles Stone Clark specializes in Investment Management, Fee-Only Advisory. Contact their office in PORTLAND, Maine for a consultation.
What are Charles Stone Clark's credentials?
Charles Stone Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Stone Clark located?
Charles Stone Clark is based in PORTLAND, Maine, working with CLARK & STUART INC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Charles Stone Clark charge for services?
Charles Stone Clark's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARK & STUART INC?
CLARK & STUART INC has approximately 2 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maine
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City Guides
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Research
Advisor Fees in MaineNational Fee Analysis
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