RF
RF

Robert Clark Featherstone

8 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
1 client
Average Client Portfolio
$99.4M average
Assets Under Management
$99.4M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

3600 N Outlet Parkway, Suite 200, Lehi, UT, 84043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a partner in Genesis Ventures LLC, involved in real estate investment, dedicating about 10-20% of his time. He also rents out his car through Avail Car Sharing, spending minimal time on this activity.

Employment History
Current Registrations
Solidarity Capital Management, LLC
October 2024 - Present · 1 yr 4 mos
Solidarity Wealth, LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
M. S. Howells & CO.Broker
January 2022 - January 2023 · 1 yr
Morgan Stanley
October 2018 - November 2021 · 3 yrs 1 mo
Morgan StanleyBroker
October 2017 - November 2021 · 4 yrs 1 mo
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.