AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
HC

Hamid R Clark

SEQUENT PLANNING
Mcdonough, GA
·CRD# 6323862·3 years experience

Professional Summary

Hamid R Clark, who also goes by Hamid Clark, Hamid Rashad Clark, is a registered financial advisor currently at SEQUENT PLANNING, LLC located in Mcdonough, Georgia and ALTITUDE CAPITAL MANAGEMENT LLC located in Mcdonough, Georgia. Hamid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Hamid has worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Hamid Clark, Hamid Rashad Clark

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

3 years in the financial services industry

Current & Past Employments

SEQUENT PLANNING, LLC·CRD# 160381
RIA
Mcdonough, GA
December 5, 2025 - Present
ALTITUDE CAPITAL MANAGEMENT LLC·CRD# 329366
RIA
Mcdonough, GA
September 25, 2026 - Present
BROOKSTONE WEALTH ADVISORS, LLC·CRD# 137658
RIA
Mcdonough, GA
November 30, 2023 - May 7, 2025
UNITED ADVISORS AMERICA·CRD# 147350
RIA
Mcdonough, GA
October 11, 2023 - November 30, 2023

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

SP
SEQUENT PLANNING, LLC

ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT

CRD#: 160381 / SEC#: 801-113971
RIA
Registered Investment Advisory firm - SEC (9/10/2018 Approved)
Arizona
Registered Investment Advisory firm - Arizona (9/27/2018 Terminated)
Florida
Registered Investment Advisory firm - Florida (9/27/2018 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (10/1/2018 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (9/27/2018 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (10/12/2018 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (9/28/2018 Terminated)
Nebraska
Registered Investment Advisory firm - Nebraska (9/27/2018 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (10/31/2018 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (10/2/2018 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (9/27/2018 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (9/27/2018 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (9/27/2018 Terminated)
Texas
Registered Investment Advisory firm - Texas (9/27/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

8807 Indian Hills Drive, Omaha, NE 68114

Phone Number

(402) 953-3544

# of Employees

102

SEC notice filing (41 States and Territories)

Registered to provide investment advisory services in 41 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SEQUENT PLANNING LLC ADV PART 2A FIRM BROCHURE (8/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,015

AUM (Assets Under Management)

$589,473,003

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

INSURANCE AGENT- INVESTMENT RELATED- MCDONOUGH, GA, INSURANCE SALES, AGENT, 2013, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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
SEQUENT PLANNING, LLC

ELEVUS | UNION PLANNING CENTER | SEQUENT PLANNING, LLC | FUTURITY FIRST WEALTH MANAGEMENT

CRD#: 160381 / SEC#: 801-113971
RIA
Registered Investment Advisory firm - SEC (9/10/2018 Approved)
Arizona
Registered Investment Advisory firm - Arizona (9/27/2018 Terminated)
Florida
Registered Investment Advisory firm - Florida (9/27/2018 Terminated)
Iowa
Registered Investment Advisory firm - Iowa (10/1/2018 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (9/27/2018 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (10/12/2018 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (9/28/2018 Terminated)
Nebraska
Registered Investment Advisory firm - Nebraska (9/27/2018 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (10/31/2018 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (10/2/2018 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (9/27/2018 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (9/27/2018 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (9/27/2018 Terminated)
Texas
Registered Investment Advisory firm - Texas (9/27/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Georgia
(12/5/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2023About the Series 65 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
HC
Follow Hamid
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required