BC
Brian C. Clark
CASSINI CAPITAL MANAGEMENT
Tallahassee, FL 32303
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CRD#: 6362817
BC
Professional summary
Brian Christopher Clark is a registered financial advisor currently at CASSINI CAPITAL MANAGEMENT, LLC located in Tallahassee, Florida.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brian has worked at 2 firms and has passed the Series 65 and Series 3 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
STAGGER, LLC. Address: 2001 Thomasville Rd, Tallahassee, FL 32308. He began this position in May 2014, and works 2 hours per month, none of which are during trading hours. As CTO, his duties involve providing software customization and support. On the board of Ology Brewing Company, LLC. 118 E 6th Avenue, Tallahassee, Florida 32303. He began this position on January 1, 2016 and works 4 hours per month none of which is during normal trading hours. As a Board Member his duties involve providing strategic advice and budgetary governance. Brian Clark is the CTO at Dwell Bot, Inc..; Is the business investment related: No; Location of the business: 1333 North Adams Street Tallahassee FL 32303; Description of the business: A company doing R&D for a household robot assistant; Responsibilities Duties: Research and Development; Start date with business: 2024-09-08; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 60; Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Christopher Clark's 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®
NoneExperience
Current
August 18, 2017 - Present
CASSINI CAPITAL MANAGEMENT, LLC
Office #1: 1333 N. Adams Street, Tallahassee, FL 32303RIA
CRD#: 287861
Tallahassee, FL
Past
January 2, 2015 - December 31, 2015
CASSINI CAPITAL MANAGEMENT, LLC
RIA
CRD#: 171972
TALLAHASSEE, FL
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
Florida(8/18/2017)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CC
CASSINI CAPITAL MANAGEMENT, LLC
CASSINI CAPITAL MANAGEMENT, LLC
CRD#: 287861 / SEC#:
Florida
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Contact information
Main Address
1333 N. Adams Street, Tallahassee, FL 32303
Mailing Address
Phone number
(850) 566-7737
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 113 |
| AUM (Assets Under Management) | $ 79,238,360 |
Red Flags
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Company Information
CASSINI CAPITAL MANAGEMENT, LLC
CRD#: 287861Tallahassee, FL 32303TRUST BUT VERIFY
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