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Robert Clark Featherstone

Solidarity Wealth, LLC

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About Robert Clark Featherstone

Robert Clark Featherstone is a financial advisor with over 5 years of experience in the industry. Robert currently works with Solidarity Wealth, LLC and Solidarity Capital Management, LLC in Lehi, UT. Robert has passed the Series 66, Series 7, Series 9, and Series 99 exams. Robert is a registered investment advisor (IA) in Utah. Robert has experience working with a variety of clients, including high-net-worth individuals and corporations. Robert specializes in providing financial planning and portfolio management services.

Firm Information

Robert Featherstone is currently registered with Solidarity Wealth, LLC. Solidarity Wealth, LLC is an investment advisor based in Lehi, UT. They have 9 investment advisor representatives and 4 licensed agents. The firm advises high-net-worth individuals and individuals other than high-net-worth, managing $627,846,624 in regulatory assets under management. Their services include financial planning and portfolio management for individuals.
Solidarity Wealth, LLC

3600 N OUTLET PARKWAY

LEHI, UT 84043

$627.85M

Assets Under Management

Not reported

Total Clients

8

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Robert Featherstone’s Registration & Firm History

UT

01/27/2022 - Present

Solidarity Wealth, LLC (LEHI UT)

UT

01/03/2022 - 01/03/2023

M. S. HOWELLS & CO. (LEHI UT)

UT

10/10/2017 - 11/15/2021

MORGAN STANLEY (Park City UT)

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Licenses & Designations

BOTH

Issued 10/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/25/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Clark Featherstone.
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