George Clark

VARIANT PRIVATE WEALTH LLC

Tysons, VA 22102

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CRD#: 7565816

Professional summary

George Clark is a registered financial advisor currently at VARIANT PRIVATE WEALTH LLC located in Tysons, Virginia.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. George has worked at 1 firm and has passed the Series 65 exam.

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 George 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

July 16, 2024 - Present

VARIANT PRIVATE WEALTH LLC

Office #1: 8350 Broad St. Suite 220, Tysons, VA 22102

RIA

CRD#: 288011

Tysons, VA

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".

VARIANT PRIVATE WEALTH LLC

MATHISON & ASSOCIATES LLC | VARIANT PRIVATE WEALTH LLC

CRD#: 288011 / SEC#: 801-110471

RIA

Registered Investment Advisory firm - (4/24/2017 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

Virginia
(7/16/2024)

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 65

Date: 7/2/2024

Uniform Investment Adviser Law Examination

Current Firm

VARIANT PRIVATE WEALTH LLC

MATHISON & ASSOCIATES LLC | VARIANT PRIVATE WEALTH LLC

CRD#: 288011 / SEC#: 801-110471

RIA

Registered Investment Advisory firm - (4/24/2017 Approved)

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Contact information

Main Address

8350 Broad St. Suite 220, Tysons, VA 22102

Mailing Address

8350 Broad St. Suite 220, Tysons, VA 22102

Phone number

(703) 760-7600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VARIANT PRIVATE WEALTH PART 2A BROCHURE, WRAP APPENDIX, PART 2B AND PRIVACY POLICY (2/4/2025)

Regulatory assets under management

Total Number of Accounts	653
AUM (Assets Under Management)	$ 217,096,982

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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George Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

VARIANT PRIVATE WEALTH LLC

Primary Firm SEC Registration

VARIANT PRIVATE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2024

Current Firm

VARIANT PRIVATE WEALTH LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VARIANT PRIVATE WEALTH LLC

TRUST BUT VERIFY

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