SC
Steven W. Clark
BISON WEALTH
Atlanta, GA 30326
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CRD#: 1796172
SC
Professional summary
Steven William Clark, who also goes by Steven Clark, Steve Clark, is a registered financial advisor currently at BISON WEALTH, LLC located in Atlanta, Georgia.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Steven has worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steven Clark | Steve Clark
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.
Bison Advisors, LLC is an SEC Registered RIA in which Clark is an investment advisor representative. He spends approximately 40 hours per week devoted to this activity. Investment Related. Start Date 08/2021. SILVER PINEAPPLE WEALTH MANAGEMENT LLC, INV RELATED, ATLANTA, GA, 100% OWNERSHIP, START 3/11/2014, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, FINET PRACTICE.; TRUSTEE FOR SILVER PINEAPPLE WEALTH MANAGEMENT 401K, INV RELATED, ATLANTA, GA, START: 01/01/2015, 1 HR/MONTH, 1 HR DURING TRADING, FINET PRACTICE 401K.
CRS (Client Relationship Summary) - RIA
Click below to view Steven William Clark's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 2, 2021 - Present
BISON WEALTH, LLC
Office #1: 3355 Lenox Rd Suite 1000, Atlanta, GA 30326RIA
CRD#: 299805
Atlanta, GA
Past
June 19, 2023 - May 20, 2024
METRIC FINANCIAL, LLC
BD
CRD#: 33324
ATLANTA, GA
Past
April 10, 2014 - August 10, 2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
ATLANTA, GA
Past
April 10, 2014 - August 10, 2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ATLANTA, GA
Past
January 10, 2005 - April 21, 2014
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
ATLANTA, GA
Past
November 12, 2004 - April 21, 2014
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
ATLANTA, GA
Past
May 30, 2003 - November 23, 2004
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
November 15, 2001 - May 9, 2002
TRUIST SECURITIES, INC.
BD
CRD#: 6271
ATLANTA, GA
Past
February 5, 1997 - May 18, 1998
KEY CAPITAL MARKETS, INC.
BD
CRD#: 39832
CLEVELAND, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
Registered Investment Advisory firm - (1/30/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(8/3/2021)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS
CRD#: 299805 / SEC#: 801-114547
RIA
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Contact information
Main Address
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326
Mailing Address
Phone number
(404) 841-2224
Established
Firm type
Fiscal year end
# of Employees
78
SEC notice filing (32 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,112 |
| AUM (Assets Under Management) | $ 2,753,091,446 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
