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Amy J. Clark

Strategic Advisers LLC

De Soto, KS

CRD 6373172

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-07-14
TX RA APPROVED 2026-07-14
  • KS RA
    APPROVED
    Since 2026-07-14
  • TX RA
    APPROVED
    Since 2026-07-14

Branch Locations

De Soto, KS • 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
Fidelity Investments Jefferson City MO 04/2026 Present
Unemployed Berryton KS 02/2026 04/2026
Bowersock Capital Partners Lawrence KS 07/2020 02/2026
Morgan Stanley Lawrence KS 07/2014 07/2020
  • 04/2026 → Present
    Fidelity Investments
    Jefferson City, MO
  • 02/2026 → 04/2026
    Unemployed
    Berryton, KS
  • 07/2020 → 02/2026
    Bowersock Capital Partners
    Lawrence, KS
  • 07/2014 → 07/2020
    Morgan Stanley
    Lawrence, KS
Previous Registrations
Other Businesses

OBA-132950|OrgNmn:Melaleuca, Inc.|Org Addr:Idaho Fall,Idaho,US|OBA Nature:Wellness Store|Invst Rel:N|Title:Independent Contractor|Duties:Introducing people to the products and system.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:5|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-26
  • S66 Uniform Combined State Law Examination
    2017-05-26
Other Names
  • Amy Jean Maple
  • Amy Jean Maple Clark
  • Amy Clark

View on SEC IAPD

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