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Michael Henry Stuart

Clark & Stuart Inc

South Hamilton, MA

CRD 2496901

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Employer firm

Clark & Stuart Inc CRD 107991

$196M regulatory AUM 180 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Clark & Stuart Inc

1945 Congress Street Building A, Portland, ME 04102 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-09-06
ME RA APPROVED 2012-05-14
TX RA APPROVED_RES 2012-04-11
MA RA APPROVED 2012-04-09
NH RA APPROVED 2012-04-04
CT RA APPROVED 1994-06-15
  • FL RA
    APPROVED
    Since 2017-09-06
  • ME RA
    APPROVED
    Since 2012-05-14
  • TX RA
    APPROVED_RES
    Since 2012-04-11
  • MA RA
    APPROVED
    Since 2012-04-09
  • NH RA
    APPROVED
    Since 2012-04-04
  • CT RA
    APPROVED
    Since 1994-06-15

Branch Locations

203 Willow Street, South Hamilton, MA 01982 • 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
Clark & Stuart, Inc. Portland ME 01/1994 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-05-18
  • S65 Uniform Investment Adviser Law Examination
    1994-05-18
Designations
  • Chartered Financial Analyst
Other Names
  • Michael Stuart

View on SEC IAPD

Nearby Firms

EDWARD JONES
LPL FINANCIAL LLC
ARETE WEALTH ADVISORS, LLC

Nearby Investors

Sarah Jerena Moore
Sarah K Wilsey
Katherine L Dick

Nearby Offices

EDWARD JONES · South Hamilton, MA
LPL FINANCIAL LLC · SOUTH HAMILTON, MA
ARETE WEALTH ADVISORS, LLC · Wenham, MA

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