John
Clark

Adirondack Financial Services Corp

CRD#4344180
Investment Advisor
in Utica, NY

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About this Advisor

John Clark is a chartered financial analyst who works in Utica, New York with a total of 1 year of industry experience. Clark currently works for Adirondack Financial Services Corp. They have spent the entirety of their career at Adirondack Financial Services Corp. Clark is approved to work in New York. Adirondack Financial Services Corp is a registered investment business that has its headquarters in Utica, NY. It manages $352 million in total assets among its 859 customer accounts, placing it among the larger firms in the nation by assets under management. The firm advises 24 charities and foundations. Of its 859 customer accounts, 26% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Adirondack Financial Services Corp performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice usually vary depending on the financial services. However, fees charged by Adirondack Financial Services Corp can consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

185 Genesee Street Suite 210
Utica, NY 13501

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Adirondack Financial Services Corp Brokerage Details

Total Assets Under Management

$352,171,368

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

17

NY Average: 88
Total Number of Accounts

859

NY Average: 3,892
Average Account Size

$409,978

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

John Clark Work History

John has been registered as a financial advisor for 1 years.*

2011 - Present (13 years)

Adirondack Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Clark 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 Adirondack Financial Services Corp

John Clark
Utica, NY
William Locke
Utica, NY
Frances Parent
Utica, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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