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Mark Stanley Clewett

Conestoga Capital Advisors, LLC

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About Mark Stanley Clewett

Mark Clewett is a Managing Partner and President at Conestoga Capital Advisors, LLC. Mark has been in the industry since 1992. Mark is registered with FINRA and the state of Pennsylvania. Mark specializes in Portfolio Management for Individuals, Businesses, Investment Companies and Pooled Investment Vehicles.

Firm Information

Mark Clewett is currently registered with Conestoga Capital Advisors, LLC. Conestoga Capital Advisors, LLC is an investment advisor located in WAYNE, PA. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, and investment companies. The firm manages approximately $8.8 billion in assets.
Conestoga Capital Advisors, LLC

CROSSPOINT AT VALLEY FORGE

WAYNE, PA 19087

$8.76B

Assets Under Management

26

Total Clients

9

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Clewett’s Registration & Firm History

PA

01/22/2010 - Present

Conestoga Capital Advisors, LLC (WAYNE PA)

OH

12/16/2014 - 06/23/2016

ARBOR COURT CAPITAL, LLC (BROADVIEW HEIGHTS OH)

PA

02/19/1998 - 11/11/2005

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

PA

08/28/1991 - 02/11/1997

SEI FINANCIAL SERVICES COMPANY (OAKS PA)

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Licenses & Designations

BC

Issued 03/19/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2019

Series 24 - General Securities Principal Examination

BC

Issued 12/22/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/14/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Stanley Clewett.
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