Daniel Clark

SOLIDARITY WEALTH

LEHI, UT 84048

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CRD#: 6064275

Professional summary

Daniel Clark, who also goes by Daniel Philip Clark, is a registered financial advisor currently at SOLIDARITY WEALTH, LLC located in Lehi, Utah.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Philip 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.

MAY 2013; PREP, PARK CITY, UT; NON-INVESTMENT RELATED; LIMITED PARTNER; NO DUTIES; PASSIVE INVESTMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Clark'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 18, 2022 - Present

SOLIDARITY WEALTH, LLC

Office #1: 3600 N Outlet Parkway Suite 200, Lehi, UT 84048

RIA

CRD#: 315843

LEHI, UT

Past

April 26, 2022 - January 3, 2023

M. S. HOWELLS & CO.

CRD#: 104100

LEHI, UT

Past

August 4, 2021 - March 18, 2022

KERA CAPITAL PARTNERS

RIA

CRD#: 312875

Park City, UT

Past

August 13, 2012 - August 3, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PARK CITY, UT

Past

July 2, 2012 - August 3, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PARK CITY, UT

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".

SOLIDARITY WEALTH, LLC

CRD#: 315843 / SEC#: 801-122536

RIA

Registered Investment Advisory firm - (10/22/2021 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

Utah
(3/18/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/11/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/29/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SOLIDARITY WEALTH, LLC

CRD#: 315843 / SEC#: 801-122536

RIA

Registered Investment Advisory firm - (10/22/2021 Approved)

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Contact information

Main Address

3600 N Outlet Parkway Suite 200, Lehi, UT 84048

Mailing Address

Phone number

(385) 374-1665

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A - APP 1 - WRAP BROCHURE (9/22/2025)

FORM ADV 2A (9/17/2025)

Regulatory assets under management

Total Number of Accounts	748
AUM (Assets Under Management)	$ 627,846,624

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.

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Advisor Monitoring

Firm Stability Insights

Daniel Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

M. S. HOWELLS & CO.

KERA CAPITAL PARTNERS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

SOLIDARITY WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2012

Series 63

Date: 7/11/2012

SIE

Date: 10/1/2018

Series 7

Date: 5/8/2013

Series 6

Date: 6/29/2012

Current Firm

SOLIDARITY WEALTH, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOLIDARITY WEALTH, LLC

TRUST BUT VERIFY

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