Brandon Clark

Employer firm

The Clark Group Asset Management CRD 164405

$344M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• FINANCIAL ANALYSIS, NEWSLETTERS AND SEMINARS FOR EXISTING AND POTENTIAL CLIENTS

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

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

Current Employers

Employment History

• 10/2018 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Century City, CA
• 03/2017 → 08/2018
  William Morris Endeavor
  Beverly Hills, CA
• 09/2012 → 12/2016
  Uc San Diego
  La Jolla, CA
• 01/2017 → 02/2017
  Paradigm
  Beverly Hills, CA
• 12/2018 → 08/2019
  Bank Of America N.A.
  Century City, CA
• 08/2019 → Present
  The Clark Group Asset Management
  Dana Point, CA

Previous Registrations

• 2019-03-11 → 2019-08-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA

Other Businesses

I*119398 For profit or not for profit: For-Profit Organization Name of outside business organization: Beverly Hills Tennis Center Investment related: N Address of business: Beverly Hills, California 90210 Nature of business: Other,Tennis Center Position, title, association: Part-Time, Start date of relationship: 9/4/2018 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Tennis Instructor

Exams

• S66 Uniform Combined State Law Examination
  2019-03-09

Designations

• Certified Financial Planner

Other Names

• Brandon Musset Clark