Unclaimed Profile

Robert Lee Clark

WAINWRIGHT INVESTMENT COUNSEL LLC·BOSTON, Massachusetts

SIE, Series 1, Series 4, Series 40, Series 6625 years registeredWAINWRIGHT INVESTMENT COUNSEL LLC

ONE BOSTON PLACE, BOSTON, MA 02108CRD# 47834Firm CRD# 108711

Profile Verification

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

Identity

Robert Lee Clark · BOSTON, MA

Registration

CRD #47834 · WAINWRIGHT INVESTMENT COUNSEL LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WAINWRIGHT INVESTMENT COUNSEL LLC

DETWILER FENTON & CO.

Jan 2007 – Dec 2010

BOSTON, MA

JESUP & LAMONT SECURITIES CORP.

Jun 2005 – Dec 2006

BOSTON, MA

WAINWRIGHT INVESTMENT COUNSEL LLC

Jan 2001 – Jun 2007

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 4

Series 40

Series 66

Registration record

First registered · January 1, 2001

Years registered · 25

Disclosure History

1997Regulatory·Final

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

WAINWRIGHT INVESTMENT COUNSEL LLC

CRD 108711 · SEC 801-56485

AUM

$4.9B

Regulatory assets under management

Employees

210 client accounts

Services offered by WAINWRIGHT INVESTMENT COUNSEL LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at WAINWRIGHT INVESTMENT COUNSEL LLC →

Introduction

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Frequently Asked Questions

What services does Robert Lee Clark offer?

Robert Lee Clark specializes in Investment Management, Retirement Planning, Wealth Management.

What are Robert Lee Clark's credentials?

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

Where is Robert Lee Clark located?

Robert Lee Clark is based in BOSTON, Massachusetts, last registered with WAINWRIGHT INVESTMENT COUNSEL LLC.

How does Robert Lee Clark charge for services?

Robert Lee Clark's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: bespoke advisory and consulting services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAINWRIGHT INVESTMENT COUNSEL LLC?

WAINWRIGHT INVESTMENT COUNSEL LLC has approximately 16 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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