Michael Levy
Clark Asset Management · Broomall, Pennsylvania
Michael Levy is a fee-only financial advisor at Clark Asset Management in Broomall, Pennsylvania, who holds the CFP credential. Clark Asset Management reports charging fixed fees on its Form ADV.
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Facts
| Firm | Clark Asset Management |
|---|---|
| Based in | Broomall, Pennsylvania |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $1.32B across 1,686 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6500660 |
| Exams passed | Series 66 (2015) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | bradleyclark.com |
How Michael's firm compares
- Clark Asset Management's average account is about $786,000, from its Form ADV (assets managed divided by 1,686 accounts).
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Questions about Michael
Is Michael Levy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Clark Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Clark Asset Management, reports charging fixed fees on its SEC Form ADV.
Where is Michael Levy based?
Michael Levy is based in Broomall, Pennsylvania.
What credentials does Michael Levy hold?
Michael Levy holds the CFP credential.
Is Michael Levy registered with the SEC?
Yes. Michael Levy is registered as an investment adviser representative in PA (CRD 6500660), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clark Asset Management manage?
Clark Asset Management reports $1.32B across 1,686 accounts in assets under management.
How do I contact Michael Levy?
Through Michael's website, bradleyclark.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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