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Robert Michael Clinton

Investment Adviser Representative at Sowell Management

Norman, OKCRD #1016509Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Michael Clinton is an investment adviser representative with Sowell Management in Norman, OK, where they have been registered since 2023. They have worked in the securities industry since 2011 and have been registered with 6 firms, including Private Advisor Group, LLC and Clinton Wealth Management LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Oklahoma.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Oklahoma

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/26/2014
Series 65
Uniform Investment Adviser Law Examination
Passed 12/15/2010
SIE
Securities Industry Essentials Examination
Passed 3/14/2016
Series 7
General Securities Representative Examination
Passed 7/2/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Sowell ManagementCurrent
3/22/2023 – Norman, OK
Private Advisor Group, LLC
5/21/2021 – 4/10/2023Norman, OK
Sowell Management
3/15/2017 – 5/21/2021Norman, OK
Clinton Wealth Management LLC
9/30/2015 – 12/31/2017Norman, OK
Great Valley Advisor Group, Inc.
7/17/2014 – 12/15/2015Norman, OK
Sowell Management Services
6/4/2013 – 8/20/2014North Little Rock, AR
American Family Legacy Group
1/24/2011 – 5/29/2013Oklahoma City, OK

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Barnum & Clinton PLLC
    Mar 1998 – no end date reportedNorman, OK
  2. Robert M. Clinton CPA
    Jan 1978 – Nov 2020Norman, OK
  3. Clinton Wealth Management LLC
    May 2013 – no end date reportedNorman, OK
  4. Sowell Management Services
    Mar 2017 – May 2021Norman, OK
  5. Private Advisor Group, LLC
    May 2021 – Mar 2023Morristown, NJ
  6. Sowell Management
    Mar 2023 – no end date reportedNorman, OK

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Sowell Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
106
Offices listed on AdvisorFinder:
26
Main office:
North Little Rock, AR
SEC file number:
801-63991

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 22, 2026

View full firm profile

Other advisors at Sowell Management

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Michael Clinton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Robert Michael Clinton (Sowell Management) - Advisor Profile