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KC

Koby D. Clark

BECKETT CLARK PRIVATE WEALTH
Bethesda, MD 20814
Some features on this profile are disabled
CRD#: 7396253
KC

Professional summary

Koby Das Clark is a registered financial advisor currently at BECKETT CLARK PRIVATE WEALTH, LLC located in Bethesda, Maryland.

Koby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Koby has worked at 2 firms and has passed the Series 65 and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Koby Das 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

November 19, 2025 - Present

BECKETT CLARK PRIVATE WEALTH, LLC

Office #1: 4500 East West Highway, Ste. 150, Bethesda, MD 20814
RIA
CRD#: 338806
Bethesda, MD
Past

September 2, 2022 - November 10, 2025

ARCHER INVESTMENT CORPORATION

RIA
CRD#: 136403
Bethesda, MD

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
Maryland
(11/19/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/2/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/3/2021
Securities Industry Essentials Examination

Current Firm

BC
BECKETT CLARK PRIVATE WEALTH, LLC
BECKETT CLARK PRIVATE WEALTH, LLC

CRD#: 338806 / SEC#: 801-134685

RIA
Registered Investment Advisory firm - (11/19/2025 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4500 East West Highway Ste 150, Bethesda, MD 20814
Mailing Address
Phone number
(301) 708-8911
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (12/10/2025)

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.

Company Information

BECKETT CLARK PRIVATE WEALTH, LLC

CRD#: 338806Bethesda, MD 20814

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