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Michael A Levy

Clark Asset Management, LLC

Broomall, PA

Stratham, NH

CRD 6500660

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Employer firm

Clark Asset Management, LLC CRD 284480

$1.32B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Clark Asset Management, Llc

Stratham, NH • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-08-28
  • PA RA
    APPROVED
    Since 2023-08-28

Branch Locations

Broomall, PA • United States

Stratham, NH • 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
Ameriprise Financial Mobile AL 05/2015 07/2020
Riversedge Advisors, Llc Wilmington DE 07/2020 10/2021
Riversedge Advisors, Llc Wilmington DE 10/2021 07/2023
Clark Asset Management, Llc Portsmouth NH 08/2023 12/2024
Clark Asset Management, Llc Portsmouth NH 01/2025 Present
  • 05/2015 → 07/2020
    Ameriprise Financial
    Mobile, AL
  • 07/2020 → 10/2021
    Riversedge Advisors, Llc
    Wilmington, DE
  • 10/2021 → 07/2023
    Riversedge Advisors, Llc
    Wilmington, DE
  • 08/2023 → 12/2024
    Clark Asset Management, Llc
    Portsmouth, NH
  • 01/2025 → Present
    Clark Asset Management, Llc
    Portsmouth, NH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-30
  • S66 Uniform Combined State Law Examination
    2015-10-30
Designations
  • Certified Financial Planner
Other Names
  • Micheal A Levy

View on SEC IAPD

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