CK
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
100 clients
Average Client Portfolio
$622K average
Assets Under Management
$62.2M
Fee Structure
This document does not contain any fee information. It is a brochure supplement providing background information on the firm's advisors.
Areas of Practice
Investment Management
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Advisor Information
Office location
281 E. Grove St, Clarks Green, PA, 18411
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clare sells fixed insurance products, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Stone Securities INC.
February 2020 - Present · 5 yrs 11 mos
Leigh Baldwin & Co., LLC Broker
December 2013 - Present · 12 yrs 1 mo
State Registrations7 states
FLILMINJNVPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.