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Stephen Timothy Clarke

Heartwood Wealth Advisors, LLC

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About Stephen Timothy Clarke

Stephen Timothy Clarke is a financial advisor with over 25 years of experience in the financial services industry. Stephen is currently a Registered Representative of Heartwood Wealth Advisors, LLC in Richmond, VA. Stephen previously worked at Wells Fargo Advisors Financial Network, LLC in Richmond, VA from February 2013 to June 2019, and at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Richmond, VA from March 1996 to February 2013.

Firm Information

Stephen Clarke is currently registered with Heartwood Wealth Advisors, LLC. Heartwood Wealth Advisors, LLC is an investment advisor based in Richmond, VA. They manage approximately $1 billion to $10 billion in assets and offer a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. They also offer selection of other advisers. The firm primarily serves high-net-worth individuals and pension and profit-sharing plans.
Heartwood Wealth Advisors, LLC

9020 STONY POINT PARKWAY

RICHMOND, VA 23235

$1.13B

Assets Under Management

Not reported

Total Clients

11

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Stephen Clarke’s Registration & Firm History

VA

06/06/2019 - Present

Heartwood Wealth Advisors, LLC (RICHMOND VA)

VA

02/22/2013 - 06/05/2019

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RICHMOND VA)

VA

03/07/1996 - 02/25/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)

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Licenses & Designations

IA

Issued 03/20/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 03/06/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Timothy Clarke.
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