Robert C. Featherstone
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Clark Featherstone's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 27, 2022 - Present
SOLIDARITY WEALTH, LLC
Office #1: 3600 N Outlet Parkway Suite 200, Lehi, UT 84048October 1, 2024 - Present
SOLIDARITY CAPITAL MANAGEMENT, LLC
Office #1: 3600 N Outlet Parkway Suite 200, Lehi, UT 84043January 3, 2022 - January 3, 2023
M. S. HOWELLS & CO.
October 15, 2018 - November 15, 2021
MORGAN STANLEY
October 10, 2017 - November 15, 2021
MORGAN STANLEY
Primary Firm SEC Registration
SOLIDARITY WEALTH, LLC
CRD#: 315843 / SEC#: 801-122536
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/27/2022)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
SOLIDARITY WEALTH, LLC
CRD#: 315843 / SEC#: 801-122536
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 748 |
| AUM (Assets Under Management) | $ 627,846,624 |
Red Flags
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