Shawn Clark
Investment adviser representative at Continuum Advisory, LLC
13 yearsExperience
1 stateRegistered in
$1.9BFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Continuum Advisory, LLCNov 2022 to now
- Mosaic Financial GroupOct 2019 to now
- Kalos ManagementOct 2020 to Nov 2022
- Kalos Capital, Inc.Sep 2020 to Nov 2022
- Pmb Capital Management LLC dba Brookstone FinancialDec 2016 to Oct 2020
- Center Street Securities, Inc.Oct 2016 to Sep 2020
- Nightlight ChurchJul 2013 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Continuum Advisory, LLC
$1.9BAssets managed
3,461Clients
40Advisers
10 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
- 6723045
- Firm CRD
- 283155