Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Clark is an experienced financial advisor with over 35 years in the industry. Brian has held various roles at well-known firms such as Merrill Lynch, PaineWebber, and Smith Barney. Currently, Brian is affiliated with Cadaret, Grant & Co., Inc. and serves clients in Little Silver, New Jersey.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
07/26/2023 - Present
Cadaret, Grant & CO., Inc. (Little Silver NJ)
NJ
02/15/2006 - 05/20/2019
PETERSEN INVESTMENTS, INC. (WALL NJ)
NJ
03/27/1996 - 02/22/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASQUAN NJ)
NJ
05/26/1992 - 01/30/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/04/1987 - 05/14/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
09/22/1986 - 05/08/1987
DEAN WITTER REYNOLDS INC.
NA
11/20/1985 - 09/30/1986
NATHAN & LEWIS SECURITIES, INC.
IA
Issued 07/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1990
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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