Donald Jerome Clarke
Investment adviser representative at Crestwood Advisors
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Crestwood AdvisorsOct 2025 to now
- Crestwood Advisors Group, LLCSep 2023 to now
- Endurance Wealth Management, Inc.Oct 2009 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (RI).
Crestwood Advisors
Legal name: Crestwood Advisors Group, LLC
$8BAssets managed
1,128Clients
40Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2833576
- Firm CRD
- 286243