Marc A Clark

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2008 → 11/2016
  Morgan Stanley & Co. Incorporated
  New Orleans, LA
• 06/2009 → 11/2016
  Morgan Stanley Smith Barney
  New Orleans, LA
• 01/2015 → 11/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2016 → 10/2018
  Securities America, Inc.
  New Orleans, LA
• 11/2016 → 10/2018
  Arbor Point Advisors
  New Orleans, LA
• 10/2018 → Present
  Lpl Financial, Llc
  New Orleans, LA
• 10/2018 → Present
  Newedge Advisors, Llc (Gwm Advisors, Llc)
  New Orleans, LA

Previous Registrations

• 2016-11-23 → 2018-10-25
  Arbor Point Advisors
  New Orleans, LA
• 2009-06-01 → 2016-11-21
  Morgan Stanley
  New Orleans, LA
  New Orleans, LA
• 2008-08-19 → 2009-06-01
  Morgan Stanley & Co. Llc
  New Orleans, LA

Other Businesses

1. 10/19/2018 - 3509 DELACHAISE LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 05/18/2016 - Property purchased May 2016 and sold for cost plus improvements in April of 2017. 2. 10/19/2018 - MARC CLARK AND AZITA CLARK - Investment Related - 1716 DUFOSSAT ST, NEW ORLEANS, LA 70115-4914 - Real Estate Rental - OWNER - Started 01/01/2017. 3. Rental Property - not investment related - 4807-4809 Carondelet St., New Orleans, LA 70115 - Owner - 1 HR Per Month - 0 HR Per Month During Trading - Real Estate Rental - Started 12/27/2019 4. 10/23/2018 - GWM Advisors, LLC - DBA: (Hybrid) Goss Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/19/2018 - 130 Hours Per Month/32 Hours During Securities Trading - Time Spent 100%. 5. 12/02/2021 - No Business Name - Investment Related - New Orleans, LA 70115 - Real Estate Rental - Start Date: 01/01/2020 - 2 Hours Per Month/0 Hours During Securities Trading - Owner-2 residential rental units. 6. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/19/2018 - 130 Hours Per Month/32 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 10/2018. I expect to spend approximately 130 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 10/20/2022 - GCB Northshore - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 10/01/2022 - 50 Hours Per Month/35 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-15
• S63 Uniform Securities Agent State Law Examination
  1999-09-03

Other Names

• Marc Anthony Clark