Andrew D. Clark
Professional summary
Andrew Dale Clark JR, who also goes by Andrew Dale Clark, is a registered financial advisor currently at MARSHFIELD ASSOCIATES located in Washington, District Of Columbia.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Andrew has worked at 3 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Dale Clark JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 26, 2024 - Present
MARSHFIELD ASSOCIATES
Office #1: 1330 Connecticut Ave Nw Suite 400, Washington, DC 20036July 20, 2015 - December 17, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
January 9, 2014 - June 17, 2015
MORGAN STANLEY
November 21, 2013 - June 17, 2015
MORGAN STANLEY
Primary Firm SEC Registration
MARSHFIELD ASSOCIATES
CRD#: 150614 / SEC#: 801-70275
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/26/2024)
Exams
Current Firm
MARSHFIELD ASSOCIATES
CRD#: 150614 / SEC#: 801-70275
Contact information
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,466 |
| AUM (Assets Under Management) | $ 7,500,657,939 |
Red Flags
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