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CS

Clark Silverstein

SPC
Cedar Knolls, NJ 07927
Some features on this profile are disabled
CRD#: 5437402
CS

Professional summary


Clark Silverstein is a registered financial advisor currently at SPC located in Cedar Knolls, New Jersey and PARKLAND SECURITIES, LLC located in Cedar Knolls, New Jersey.

Clark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Clark has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

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.
DBA - Longview Asset Management LLC, Cedar Knolls, NJ. Name used for financial practice Start date: 5/7/25, approx. 80 hrs/mo. INV REL: Y Clark Silverstein Independent Life Insurance Sales. Start date 12/2007. Life insurance agent contracted with multiple insurance companies. 5-10 hours per week during normal business hours. Duties include the review of clients existing policies and the completion of new Life, Disability and LTC applications. Not investment related.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Clark Silverstein'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

January 27, 2025 - Present

SPC

Office #1: 7 Ridgedale Ave, Suite 203, Cedar Knolls, NJ 07927
RIA
CRD#: 110692
Cedar Knolls, NJ
Current

January 27, 2025 - Present

PARKLAND SECURITIES, LLC

Office #1: 7 Ridgedale Ave Ste. 203, Cedar Knolls, NJ 07927
BD
CRD#: 115368
Cedar Knolls, NJ
Past

January 5, 2015 - January 29, 2025

IC ADVISORY SERVICES, INC.

RIA
CRD#: 140190
CEDAR KNOLLS, NJ
Past

December 5, 2012 - January 29, 2025

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
CEDAR KNOLLS, NJ
Past

August 21, 2008 - December 13, 2012

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
ROSELAND, NJ
Past

November 7, 2007 - August 27, 2008

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
PARSIPPANY, NJ

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".
SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP

CRD#: 110692 / SEC#: 801-20404

RIA
Registered Investment Advisory firm - (1/11/1984 Approved)
Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)
Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)
California
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)
Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)
Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)
Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)
New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)
New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)
New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)
Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)
Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)

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
Florida
(1/27/2025)
RR
New Jersey
(1/27/2025)
IAR
New Jersey
(1/27/2025)
RR
New York
(1/27/2025)
RR
Pennsylvania
(1/27/2025)
RR
Virginia
(1/27/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/20/2014
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


SP
SPC
PARKLAND SECURITIES, LLC | SPC | SIGMA PLANNING CORPORATION | SIGMA PLANNING CORP

CRD#: 110692 / SEC#: 801-20404

RIA
Registered Investment Advisory firm - (1/11/1984 Approved)
Alaska
Registered Investment Advisory firm - (2/13/2002 Cancelled)
Arizona
Registered Investment Advisory firm - (2/14/2002 Terminated)
California
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Colorado
Registered Investment Advisory firm - (2/14/2002 Cancelled)
Delaware
Registered Investment Advisory firm - (2/14/2002 Terminated)
Hawaii
Registered Investment Advisory firm - (3/19/2002 Terminated)
Montana
Registered Investment Advisory firm - (2/12/2002 Terminated)
New Hampshire
Registered Investment Advisory firm - (2/14/2002 Terminated)
New Mexico
Registered Investment Advisory firm - (2/14/2002 Terminated)
New York
Registered Investment Advisory firm - (1/17/2002 Cancelled)
Rhode Island
Registered Investment Advisory firm - (3/7/2002 Terminated)
Tennessee
Registered Investment Advisory firm - (2/14/2002 Terminated)
Utah
Registered Investment Advisory firm - (1/17/2002 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/30/2002 Terminated)
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Contact information


Main Address
300 Parkland Plaza, Ann Arbor, MI 48103
Mailing Address
Phone number
(734) 663-1611
Established
Firm type
Fiscal year end
# of Employees
462

SEC notice filing (53 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

SPC FORM ADV WRAP FEE PROGRAM BROCHURE (3/20/2025)

Regulatory assets under management


Total Number of Accounts26,544
AUM (Assets Under Management)$ 5,655,661,675

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


SPC

CRD#: 110692Cedar Knolls, NJ 07927

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