Benjamin E. Clark

CORNERMEN FINANCIAL

SAN ANTONIO, TX 78258

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CRD#: 6512257

Professional summary

Benjamin Ethan Clark, who also goes by Ben Clark, is a registered financial advisor currently at CORNERMEN FINANCIAL, LLC located in San Antonio, Texas.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Benjamin has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ben Clark

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Ethan Clark'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

October 9, 2023 - Present

CORNERMEN FINANCIAL, LLC

Office #1: 1130 E. Sonterra Blvd, Suite 130, San Antonio, TX 78258

RIA

CRD#: 323179

SAN ANTONIO, TX

Past

November 7, 2019 - October 17, 2023

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DALLAS, TX

Past

May 30, 2019 - October 17, 2023

EQUITABLE ADVISORS, LLC

CRD#: 6627

DALLAS, TX

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".

CORNERMEN FINANCIAL, LLC

CRD#: 323179 / SEC#: 801-126584

RIA

Registered Investment Advisory firm - (9/15/2022 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

Texas
(10/9/2023)

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

State Security Law Exam

IAR

Series 66

Date: 11/6/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/26/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/30/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/1/2019

Securities Industry Essentials Examination

Current Firm

CORNERMEN FINANCIAL, LLC

CRD#: 323179 / SEC#: 801-126584

RIA

Registered Investment Advisory firm - (9/15/2022 Approved)

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Contact information

Main Address

1130 E. Sonterra Blvd, Suite 130, San Antonio, TX 78258

Mailing Address

Phone number

(210) 702-3961

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- CORNERMEN FINANCIAL, LLC (3/10/2025)

Regulatory assets under management

Total Number of Accounts	329
AUM (Assets Under Management)	$ 143,743,130

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.

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Advisor Monitoring

Firm Stability Insights

Benjamin E. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Ethan Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CORNERMEN FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/6/2019

Series 63

Date: 3/26/2019

Series 7TO

Date: 5/30/2019

SIE

Date: 2/1/2019

Current Firm

CORNERMEN FINANCIAL, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERMEN FINANCIAL, LLC

TRUST BUT VERIFY

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