Unclaimed Profile

Brian Michael Clark

TAC PARTNERS, INC.·BOSTON, Massachusetts

Clean recordTAC PARTNERS, INC.

53 STATE STREET, BOSTON, MA 02109-3208CRD# 4016648Firm CRD# 158249

Profile Verification

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

Identity

Brian Michael Clark · BOSTON, MA

Registration

CRD #4016648 · TAC PARTNERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Michael Clark is a registered financial advisor based in BOSTON, Massachusetts, affiliated with TAC PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TAC PARTNERS, INC.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TAC PARTNERS, INC. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4016648

Firm CRD# 158249

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Michael Clark offer?

Brian Michael Clark specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.

What are Brian Michael Clark's credentials?

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

Where is Brian Michael Clark located?

Brian Michael Clark is based in BOSTON, Massachusetts, working with TAC PARTNERS, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Brian Michael Clark charge for services?

Brian Michael Clark's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAC PARTNERS, INC.?

TAC PARTNERS, INC. has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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