Unclaimed Profile

Jeffrey Stephen Clark

SIGNATOR FINANCIAL SERVICES, INC.·BOSTON, Massachusetts

SIE, Series 7, Series 24, Series 27, Series 66Clean record14 years registeredSIGNATOR FINANCIAL SERVICES, INC.

197 CLARENDON STREET, BOSTON, MA 02116CRD# 4974902Firm CRD# 19061

Profile Verification

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

Identity

Jeffrey Stephen Clark · BOSTON, MA

Registration

CRD #4974902 · SIGNATOR FINANCIAL SERVICES, INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SIGNATOR FINANCIAL SERVICES, INC.

ROYAL ALLIANCE ASSOCIATES, INC.

Nov 2018 – Dec 2019

BOSTON, MA

SIGNATOR INVESTORS, INC.

Nov 2013 – Nov 2018

BOSTON, MA

SIGNATOR FINANCIAL SERVICES, INC.

Jan 2012 – Dec 2015

Bellevue, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 66

Registration record

First registered · January 25, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATOR FINANCIAL SERVICES, INC.

CRD 19061 · SEC 801-66750

AUM

$409M

Regulatory assets under management

Employees

1,166 client accounts

Services offered by SIGNATOR FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SIGNATOR FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Stephen Clark offer?

Jeffrey Stephen Clark specializes in Financial Planning, Investment Management.

What are Jeffrey Stephen Clark's credentials?

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

Where is Jeffrey Stephen Clark located?

Jeffrey Stephen Clark is based in BOSTON, Massachusetts, last registered with SIGNATOR FINANCIAL SERVICES, INC..

How does Jeffrey Stephen Clark charge for services?

Jeffrey Stephen 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 SIGNATOR FINANCIAL SERVICES, INC.?

SIGNATOR FINANCIAL SERVICES, INC. has approximately 73 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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