Mark Clewett (CRD# 2171163) is an Investment Advisor Representative working at Conestoga Capital Advisors, LLC in Wayne, PA and has over 9 years of experience in the finance industry.
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2629855
Investment Management & Planning LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Fund Services, LLC | Malvern, PA | Sep 2016 - Current | 7 |
| Conestoga Capital Advisors | Radnor, PA | Jan 2006 - Current | 18 |
| Arbor Court Capital LLC | Cleveland, OH | Nov 2014 - Jun 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2015 |
- PA
- TX
-
Total Assets Under Management7,819MILLIONS
-
Total Number of Accounts266ACCOUNTS
-
Average Account Value$29,394,102
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, MD, MO, NJ, NY, OH, PA, TX, WA, WI
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