Owner · Astoria Portfolio Advisors LLC
David N. Clark
CRD 2522650 · Named on Form ADV at one SEC-registered adviser
At a glance
Astoria Portfolio Advisors LLC, an SEC-registered asset manager based in New York, NY with $978 million in regulatory assets, lists David N. Clark on its Form ADV as Owner.
Firms and roles
- Astoria Portfolio Advisors LLCOwnerAsset manager · New York, NY · $978M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John N. DaviManaging Member, Ceo/cio, Astoria Portfolio Advisors LLC
- Bruce I. LavineOwner, Astoria Portfolio Advisors LLC
- Michael E. StulicDirector of Capital Markets, Astoria Portfolio Advisors LLC
- Gregory A. SandersonDirector, Astoria Portfolio Advisors LLC
- Andy J. ArmstrongChief Compliance Officer, Astoria Portfolio Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.