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George H. Clough

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CRD#: 1178077
GC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George Henry Clough III, who also goes by George Henry Clough, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1983. George had worked at 9 firms and has passed the Series 66, Series 65, Series 63, Series 7, Series 6, Series 22 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George Henry Clough

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 5, 2018 - July 16, 2018

PEOPLE'S UNITED ADVISORS, INC.

RIA
CRD#: 292454
Bridgeport, CT
Past

November 24, 2017 - July 16, 2018

PEOPLE'S SECURITIES, INC.

RIA
CRD#: 13704
BRIDGEPORT, CT
Past

September 15, 2010 - July 1, 2014

PEOPLE'S SECURITIES, INC.

RIA
CRD#: 13704
BRIDGEPORT, CT
Past

September 15, 2010 - July 1, 2014

PEOPLE'S SECURITIES, INC.

BD
CRD#: 13704
BRIDGEPORT, CT
Past

April 5, 2006 - December 31, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
HARTFORD, CT
Past

April 5, 2006 - December 31, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
HARTFORD, CT
Past

March 31, 2004 - February 6, 2006

ADVEST, INC.

RIA
CRD#: 10
HARTFORD, CT
Past

August 16, 1999 - February 6, 2006

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

April 7, 1995 - February 21, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 25, 1994 - March 20, 1995

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

March 28, 1994 - May 5, 1994

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

April 6, 1984 - July 11, 1984

VP DISTRIBUTORS LLC

BD
CRD#: 3036
Past

September 20, 1983 - January 9, 1984

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/20/1999
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PU
PEOPLE'S UNITED ADVISORS, INC.
GERSTEIN FISHER | PEOPLE'S UNITED ADVISORS, INC. | OLSON MOBECK INVESTMENT ADVISORS | GERSTEIN FISHER ASSET MANAGEMENT

CRD#: 292454 / SEC#: 801-112648

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Contact information


Main Address
1100 North Market Street, Wilmington, DE 19801
Mailing Address
Phone number
(646) 971-2505
Established
Firm type
Fiscal year end
# of Employees
53

Documents


Latest Form ADV

Part 2 Brochures

PUA FORM ADV PART 2A (3/28/2024)

Regulatory assets under management


Total Number of Accounts2,076
AUM (Assets Under Management)$ 845,211,011

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PEOPLE'S UNITED ADVISORS, INC.

CRD#: 292454

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