Unclaimed Profile

Eric Reese Clarke

TOWNSQUARE CAPITAL, LLC·PROVO, Utah

SIE, Series 7, Series 65, Series 66Clean record15 years registeredTOWNSQUARE CAPITAL, LLC

5314 RIVER RUN DRIVE, PROVO, UT 84604CRD# 2917776Firm CRD# 288576

Profile Verification

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

Identity

Eric Reese Clarke · PROVO, UT

Registration

CRD #2917776 · TOWNSQUARE CAPITAL, LLC · 15 years registered

Brand Profile

Not yet started

Career History

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2023 – present

ORION PORTFOLIO SOLUTIONS, LLC

Jan 2020 – Jan 2023

OMAHA, NE

CLS INVESTMENTS, LLC

Oct 2010 – Dec 2019

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · October 22, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOWNSQUARE CAPITAL, LLC

CRD 288576 · SEC 801-110591

AUM

$8.8B

Regulatory assets under management

Employees

33,539 client accounts

Services offered by TOWNSQUARE CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at TOWNSQUARE CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Reese Clarke offer?

Eric Reese Clarke specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PROVO, Utah for a consultation.

What are Eric Reese Clarke's credentials?

Eric Reese Clarke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Reese Clarke located?

Eric Reese Clarke is based in PROVO, Utah, working with TOWNSQUARE CAPITAL, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.

How does Eric Reese Clarke charge for services?

Eric Reese Clarke's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOWNSQUARE CAPITAL, LLC?

TOWNSQUARE CAPITAL, LLC has approximately 17 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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