Daniel Clark
Investment adviser representative at Solidarity Wealth, LLC
16 yearsExperience
1 stateRegistered in
$704.2MFirm assets
4 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.
Percentage of assetsSubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Solidarity Wealth, LLCMar 2022 to now
- M. S. Howells & Co.Apr 2022 to Nov 2022
- Kera CapitalAug 2021 to Mar 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2021
- Wells Fargo Advisors, LLC.May 2012 to Nov 2016
- Wells Fargo Bank NAMay 2010 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (UT).
Solidarity Wealth, LLC
$704.2MAssets managed
218Clients
5Advisers
4 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
- 6064275
- Firm CRD
- 315843