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Corporate Secretary · The Clark Group Asset Management

Melissa A. Clark

CRD 5061055 · Named on Form ADV at one SEC-registered adviser

At a glance

The Clark Group Asset Management, an SEC-registered wealth manager based in Dana Point, CA with $344 million in regulatory assets, lists Melissa A. Clark on its Form ADV as Corporate Secretary, a control person.

Firms and roles

AtlasMembers

Melissa’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

  • Raymond M. ClarkFounder & Chief Executive Officer, The Clark Group Asset Management
  • Eric T. CedergreenPresident & Chief Compliance Officer, The Clark Group Asset Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Melissa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.