Michael Stuart has been Principle of Clark & Stuart since February 1994, is a control person of the firm and directly owns between 50% and 75% of it. Michael Stuart holds a B.S. in Economics-Finance from Bentley College and a Masters in Urban Affairs from Virginia Tech.
Clark & Stuart Inc is a Portland, ME firm with $196M under management, 180 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Michael Henry Stuart has served as research analyst and portfolio manager of Clark & Stuart since he co-founded the firm in 1994. He began his investment career in 1981 as a securities analyst with The Old Colony Trust, and in 1984 he joined the Investment Division of CIGNA Corporation. He has served on the Investment Committee of The Edwin O. Smith High School Foundation.
- Clark & Stuart IncCurrent– present · 32 yearsSouth Hamilton, MA · Adviser representative · Firm CRD 107991
Professional designations
Listed by Clark & Stuart
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Michael Stuart is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from June 1994; the most recent is Florida, in September 2017.
- ConnecticutSince 15 June 1994
- FloridaSince 6 September 2017
- MaineSince 14 May 2012
- MassachusettsSince 9 April 2012
- New HampshireSince 4 April 2012
- TexasResidentSince 11 April 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 May 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Henry Stuart
- CRD
- 2496901
- Firm
- Clark & Stuart · CRD 107991
- Role
- Principle
- Office
- 203 Willow Street, South Hamilton, MA 01982
- Registration
- Investment adviser registration
- In the industry since
- June 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clarkandstuart.com
Where does Michael Stuart work?
Michael Stuart has been Principle of Clark & Stuart Inc since February 1994, and is a control person of the firm.
Is Michael Stuart a financial advisor?
Yes. Michael Stuart has a current investment-adviser registration in Connecticut, Florida, Maine, Massachusetts, New Hampshire and Texas, through Clark & Stuart since June 1994.
How many years of experience does Michael Stuart have?
Michael Stuart has 32 years in the financial industry, since June 1994, across 1 adviser firm.
What exams has Michael Stuart passed?
Michael Stuart passed the Series 65 in May 1994.
Where is Michael Stuart based?
Michael Stuart’s registered office is in South Hamilton, MA.
Is Michael Stuart registered with FINRA?
No. Michael Stuart has no current broker registration.
Is Michael Stuart a CFA charterholder?
Clark & Stuart lists Michael Stuart with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Michael Stuart’s record?
Search CRD 2496901 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Stuart’s full registration record.