Craig Steven Clark

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → 03/2024
  Lincoln Financial Securities Corporation
  Lancaster, NY
• 03/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2024 → Present
  Clark & Company Wealth Management
  Lancaster, NY

Previous Registrations

• 2014-07-28 → 2024-03-28
  Osaic Fs, Inc.
  Lancaster, NY
  Hamburg, NY

Other Businesses

1.Fixed insurance sales; as of 2010; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Clark and Company Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2010; 100% time spent during business hours; Conducted at branch; Investment related. 3. Team manager with signing authority; 2013 Cazenovia Chiefs; youth hockey team; Located at 25 Cazenovia St., Buffalo, NY 14220, as of 2022; 1% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-07-23

Designations

• Certified Financial Planner