Clarke D. Hedrick
PIVOTAL FINANCIAL SERVICES
Melville, NY
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CRD#: 4547813
Professional summary
Clarke David Hedrick, CFP® is a registered financial advisor currently at PIVOTAL FINANCIAL SERVICES, INC. located in Melville, New York.
Clarke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Clarke has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Pivotal Financial Services, Inc.; Investment Related; 01/2007; Commack, NY; insurance and annuity product sales. He spends approximately 50% of his time on insurance related activities.
CRS (Client Relationship Summary) - RIA
Click below to view Clarke David Hedrick'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®
CFP®
Start date: 2004
Experience
Current
February 2, 2021 - Present
PIVOTAL FINANCIAL SERVICES, INC.
RIA
CRD#: 143846
Melville, NY
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
New York(2/2/2021)
Exams
Current Firm
PF
PIVOTAL FINANCIAL SERVICES, INC.
PIVOTAL FINANCIAL SERVICES, INC.
CRD#: 143846 / SEC#:
New Jersey
Registered Investment Advisory firm - (12/17/2024 Terminated)New York
Registered Investment Advisory firm - (5/21/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Melville, NY
Mailing Address
Phone number
(631) 486-8128
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 13,140,886 |
Red Flags
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