Shane
Clarke

Fsc Wealth Advisors, LLC

CRD#2970735
Investment Advisor
in Waterford, CT

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About this Advisor

Shane Clarke is a financial advisor based in Waterford, Connecticut, working with Fsc Wealth Advisors, LLC. Shane has previously held positions at Park Avenue Securities LLC, Guardian Life Insurance Co Of America, Fsc Wealth Advisors, LLC, Geneos Wealth Management Inc, and Next Financial Group. Shane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Shane is part of Fsc Wealth Advisors, LLC, which operates out of Waterford, Connecticut. The firm has 2 offices and 5 employees. The firm manages assets totaling $248.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and educational seminars. The fee structure at Fsc Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

711 Broad Street Ext
Waterford, CT 06385

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Fsc Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$248,663,333

CT Average: $7,464,549,021
Total Number of Employees

5

CT Average: 88
Total Number of Accounts

2,036

CT Average: 3,892
Average Account Size

$122,133

CT Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Educational seminars/workshops

Shane Clarke Work History

2021 - Present (3 years)

Geneos Wealth Management Inc

2016 - Present (8 years)

Fsc Wealth Advisors, LLC

2016 - 2021 (5 years)

Next Financial Group

2012 - 2016 (4 years)

Park Avenue Securities LLC

2012 - 2016 (4 years)

Guardian Life Insurance Co Of America

Disclosures

Please visit the SEC profile of Shane Clarke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fsc Wealth Advisors, LLC

Shane Clarke
Waterford, CT
Elizabeth Tatis
Fishkill, NY
James Comblo
Fishkill, NY
Jeffrey Scott
Fishkill, NY
Neal Miller
Oneonta, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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