ELLEN O. CLARKE
INDIVISIBLE PARTNERS | Private Wealth Advisor
Birmingham, AL 35223
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CRD#: 6795700
Professional summary
ELLEN O'CONNOR CLARKE, who also goes by Ellen O'connor Clarke, Ellen Oconnor Clarke, is a registered financial advisor currently at INDIVISIBLE PARTNERS located in Birmingham, Alabama.
ELLEN is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. ELLEN has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Enthusiasm is at the core of all that I do. When I undertake an endeavor, I commit myself to it wholly, which is reflected in my work.
Though I am a Memphis, TN native, I ventured to the University of Alabama for college and have been in our lovely state ever since. After graduating Magna Cum Laude with a Bachelor’s degree in Finance and an Honors College degree in 2018, I made my way to Birmingham to delve into the professional world. While originally, I was not sure of my direct career path, I discovered that I could fuse my variety of skills within the industry of financial planning and advising.
My background in research and account management along with my analytical thinking allows me to seamlessly weave practical elements of our industry into personalized plans that pursue clients’ goals and reflect their values. Learning about a client along with their intentions and what they want to accomplish is my favorite part of what I do. Being able to help develop a plan to achieve these goals is a wonderfully rewarding, tactile result that can assist to provide guidance for you and your future.
My secondary education instilled in me a great awareness and understanding of the importance of helping others, which dually fuels my involvement outside of work as well as in my occupation. My priorities in life include supporting and spending time with family and friends both near and far as well as finding ways to bring creativity into all elements of my life from cooking to exercise to art. I am blessed to have a wonderful village here in the special city of Birmingham and grateful for the opportunity to serve you through Somerset.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ellen O'connor Clarke | Ellen Oconnor Clarke
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.
CRS (Client Relationship Summary) - RIA
Click below to view ELLEN O'CONNOR CLARKE'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
June 2, 2025 - Present
INDIVISIBLE PARTNERS
Office #1: 2231 20th Avenue South Suite 200, Birmingham, AL 35223RIA
CRD#: 332431
Birmingham, AL
Past
May 19, 2023 - June 2, 2025
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Birmingham, AL
Past
May 19, 2023 - December 12, 2024
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
CHICAGO, IL
Past
June 16, 2020 - May 12, 2023
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BIRMINGHAM, AL
Past
June 16, 2020 - May 12, 2023
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BIRMINGHAM, AL
Past
October 12, 2018 - July 9, 2020
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
BIRMINGHAM, AL
Past
August 10, 2018 - July 9, 2020
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
BIRMINGHAM, AL
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".
IP
INDIVISIBLE PARTNERS
INDIVISIBLE PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY LLC | SANWEALTH PARTNERS LLC | RIDE WEALTH PARTNERS | INDIVISIBLE PARTNERS, LLC
CRD#: 332431 / SEC#: 801-131364
RIA
Registered Investment Advisory firm - (11/1/2024 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
Alabama(6/2/2025)
IAR
South Carolina(6/3/2025)
IAR
Virginia(6/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IP
INDIVISIBLE PARTNERS
INDIVISIBLE PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY LLC | SANWEALTH PARTNERS LLC | RIDE WEALTH PARTNERS | INDIVISIBLE PARTNERS, LLC
CRD#: 332431 / SEC#: 801-131364
RIA
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Contact information
Main Address
114 Turner Street, Clearwater, FL 33756
Mailing Address
Phone number
(732) 306-5490
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 634 |
| AUM (Assets Under Management) | $ 421,326,222 |
Red Flags
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Company Information
INDIVISIBLE PARTNERS
Private Wealth AdvisorCRD#: 332431Birmingham, AL 35223TRUST BUT VERIFY
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