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RF

Robert C. Featherstone

SOLIDARITY WEALTH
LEHI, UT 84048
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CRD#: 6273849
RF

Professional summary


Robert Clark Featherstone, who also goes by Clark Featherstone, is a registered financial advisor currently at SOLIDARITY WEALTH, LLC located in Lehi, Utah and SOLIDARITY CAPITAL MANAGEMENT, LLC located in Lehi, Utah.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Robert has worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Clark Featherstone

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.
Aug 2019; Genesis Ventures LLC, Salt Lake City, UT; 2564 E Oakwood Circle, Salt Lake City, UT, 84109; Noninvestment related; Real Estate; Partner; Purchase and fix up home to sell as an investment. Also buy vacation homes to stay at personally but also rent out as short-term rental; devote 20 hrs/month , 0 hrs/month during market hours. Apr 2021; Avail Car Sharing, Salt Lake City, UT: non-investment related; car sharing; rent out my car on their platform, they pay me monthly; devote 1 hr/month during market hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Clark Featherstone'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, 2022 - Present

SOLIDARITY WEALTH, LLC

Office #1: 3600 N Outlet Parkway Suite 200, Lehi, UT 84048
RIA
CRD#: 315843
LEHI, UT
Current

October 1, 2024 - Present

SOLIDARITY CAPITAL MANAGEMENT, LLC

Office #1: 3600 N Outlet Parkway Suite 200, Lehi, UT 84043
RIA
CRD#: 322596
LEHI, UT
Past

January 3, 2022 - January 3, 2023

M. S. HOWELLS & CO.

BD
CRD#: 104100
LEHI, UT
Past

October 15, 2018 - November 15, 2021

MORGAN STANLEY

RIA
CRD#: 149777
Park City, UT
Past

October 10, 2017 - November 15, 2021

MORGAN STANLEY

BD
CRD#: 149777
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".
SW
SOLIDARITY WEALTH, LLC
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
(1/27/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/12/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SW
SOLIDARITY WEALTH, LLC
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
13

SEC notice filing (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management


Total Number of Accounts748
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.

Company Information


SOLIDARITY WEALTH, LLC

CRD#: 315843Lehi, UT 84048

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