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Donald Jerome Clarke

Crestwood Advisors

Providence, RI

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Current Employers
Crestwood Advisors

One Liberty Square Suite 500, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-10-21
  • RI RA
    APPROVED
    Since 2025-10-21

Branch Locations

101 Dyer Street, Providence, RI 02903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Endurance Wealth Management, Inc. Providence RI 10/2009 Present
Crestwood Advisors Group, Llc Boston MA 09/2023 Present
  • 10/2009 → Present
    Endurance Wealth Management, Inc.
    Providence, RI
  • 09/2023 → Present
    Crestwood Advisors Group, Llc
    Boston, MA
Previous Registrations
  • 2023-09-14 → 2025-01-01
    Crestwood Advisors
    Providence, RI
  • 2012-10-23 → 2023-09-26
    Endurance Wealth Management, Inc.
    Providence, RI
  • 2003-05-07 → 2009-09-21
    Arlen Capital, Llc
    Providence, RI
    Warwick, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-18
S65 Uniform Investment Adviser Law Examination 1998-09-28
S63 Uniform Securities Agent State Law Examination 1996-12-23
  • S66 Uniform Combined State Law Examination
    2002-10-18
  • S65 Uniform Investment Adviser Law Examination
    1998-09-28
  • S63 Uniform Securities Agent State Law Examination
    1996-12-23
Designations
Other Names
  • Donald J Clarke

View on SEC IAPD

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Other Offices

PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
ERNST & YOUNG INVESTMENT ADVISERS LLP · PROVIDENCE, RI
BLUE FIN CAPITAL, INC. · PROVIDENCE, RI
WASHINGTON TRUST ADVISORS · Providence, RI
WASHINGTON TRUST ADVISORS · Providence, RI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PROVIDENCE, RI
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