Neal Todd Heslor
Investment adviser representative at Clark Asset Management, LLC
18 yearsExperience
1 stateRegistered in
$1.3BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Clark Asset Management, LLCDec 2023 to now
- UnemployedJul 2023 to Nov 2023
- Cobblestone Capital Advisors, LLCMar 2017 to Jul 2023
- Tompkins Trust CoJul 2005 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
Clark Asset Management, LLC
$1.3BAssets managed
275Clients
7Advisers
5 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
- 5009061
- Firm CRD
- 284480