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CT

Clark M. Turner

STRATEGIC ADVISERS LLC
MARIETTA, GA
Some features on this profile are disabled
CRD#: 2950941
CT

Professional summary

Clark M. Turner III, who also goes by Clark Mitchell Turner III, Clark M Turner III, Clark M Turner, Clark Mitchell Turner, Clark Turner, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Marietta, Georgia and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Clark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Clark has worked at 14 firms and has passed the Series 65, Series 63, Series 6TO, Series 52TO, Series 57TO, Series 3, SIE, Series 55, Series 7, Series 53, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Clark Mitchell Turner Iii | Clark M Turner Iii | Clark M Turner | Clark Mitchell Turner | Clark Turner

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) - RIA

Click below to view Clark M. Turner III's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 11, 2026 - Present

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MARIETTA, GA
Current

February 17, 2026 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917
BD
CRD#: 7784
Smithfield, RI
Past

January 8, 2025 - January 8, 2026

STATE FARM INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 3487
Eatonton, GA
Past

January 7, 2025 - January 8, 2026

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
Jackson, GA
Past

March 15, 2023 - May 11, 2023

MORGAN STANLEY

BD
CRD#: 149777
Alpharetta, GA
Past

November 25, 2020 - May 11, 2023

HARRISDIRECT LLC

RIA
CRD#: 42159
Alpharetta, GA
Past

October 28, 2020 - May 11, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
ALPHARETTA, GA
Past

March 8, 2011 - August 15, 2019

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

March 25, 2008 - March 9, 2011

TRIAD ADVISORS LLC

BD
CRD#: 25803
ATLANTA, GA
Past

June 8, 2001 - March 31, 2008

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

July 27, 1999 - June 4, 2001

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

July 14, 1999 - June 4, 2001

COMPULIFE INVESTOR SERVICES, INC.

BD
CRD#: 21543
ST. CLOUD, MN
Past

August 3, 1998 - July 13, 1999

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

February 6, 1998 - August 3, 1998

INDEPENDENT FINANCIAL SECURITIES, INC.

BD
CRD#: 19924
Past

January 27, 1998 - July 12, 1999

SOUTHTRUST SECURITIES, LLC

BD
CRD#: 17922
BIRMINGHAM, AL

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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(3/2/2026)
RR
Alaska
(3/2/2026)
RR
Arizona
(3/2/2026)
RR
Arkansas
(3/2/2026)
RR
California
(3/2/2026)
RR
Colorado
(3/2/2026)
RR
Connecticut
(3/2/2026)
RR
Delaware
(3/2/2026)
RR
District of Columbia
(3/2/2026)
RR
Florida
(3/2/2026)
RR
Georgia
(2/17/2026)
IAR
Georgia
(3/11/2026)
RR
Hawaii
(3/2/2026)
RR
Idaho
(3/2/2026)
RR
Illinois
(3/2/2026)
RR
Indiana
(3/2/2026)
RR
Iowa
(3/2/2026)
RR
Kansas
(3/2/2026)
RR
Kentucky
(3/2/2026)
RR
Louisiana
(3/2/2026)
RR
Maine
(3/2/2026)
RR
Maryland
(3/2/2026)
RR
Massachusetts
(3/2/2026)
RR
Michigan
(3/2/2026)
RR
Minnesota
(3/2/2026)
RR
Mississippi
(3/2/2026)
RR
Missouri
(3/2/2026)
RR
Montana
(3/2/2026)
RR
Nebraska
(3/2/2026)
RR
Nevada
(3/2/2026)
RR
New Hampshire
(3/2/2026)
RR
New Jersey
(3/2/2026)
RR
New Mexico
(3/2/2026)
RR
New York
(3/2/2026)
RR
North Carolina
(3/2/2026)
RR
North Dakota
(3/2/2026)
RR
Ohio
(3/2/2026)
RR
Oklahoma
(3/2/2026)
RR
Oregon
(3/2/2026)
RR
Pennsylvania
(3/2/2026)
RR
Puerto Rico
(3/2/2026)
RR
Rhode Island
(3/2/2026)
RR
South Carolina
(3/2/2026)
RR
South Dakota
(3/2/2026)
RR
Tennessee
(3/2/2026)
RR
Texas
(3/2/2026)
IAR
Texas
(3/11/2026)
RR
Utah
(3/2/2026)
RR
Vermont
(3/2/2026)
RR
Virgin Islands
(3/2/2026)
RR
Virginia
(3/2/2026)
RR
Washington
(3/2/2026)
RR
West Virginia
(3/2/2026)
RR
Wisconsin
(3/2/2026)
RR
Wyoming
(3/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/15/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/2/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/7/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 3/4/2022
National Commodity Futures Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 11/26/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 1/26/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 6/1/2009
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/20/2000
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/19/2000
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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

STRATEGIC ADVISERS LLC

CRD#: 104555Marietta, GA

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