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Andrea Meisel Clark

Pathways Wealth Management, Inc.

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About Andrea Meisel Clark

Andrea Meisel Clark is an investment advisor representative at Pathways Wealth Management, Inc. Andrea has over 20 years of experience in the financial services industry. Andrea holds the Series 63, 65, 7, 9, and 10 licenses. Andrea is registered with the state of California and Ohio. Andrea has previously worked for Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and T & H Consulting. Andrea specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, and pooled investment vehicles.

Firm Information

Andrea Clark is currently registered with Pathways Wealth Management, Inc.. Pathways Wealth Management, Inc. is an investment advisor registered with the SEC. They manage approximately $124,815,112 in assets for 624 clients. The firm offers financial planning, portfolio management for individuals and pooled investment vehicles. Pathways Wealth Management, Inc. provides services to individuals, corporations or other businesses, high net worth individuals, LLCs, pension and profit sharing plans. The firm has a wrap fee program. They also offer other services that are not specified in their filings with the SEC.

$124.82M

Assets Under Management

571

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrea Clark’s Registration & Firm History

OH

01/27/2016 - Present

Pathways Wealth Management, Inc. (TROY OH)

OH

06/01/2009 - 04/09/2010

MORGAN STANLEY SMITH BARNEY (CENTERVILLE OH)

OH

09/27/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (CENTERVILLE OH)

WV

08/24/2005 - 01/18/2006

CITIGROUP GLOBAL MARKETS INC. (HUNTINGTON WV)

NY

03/02/2005 - 05/10/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

06/22/1994 - 06/26/2003

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/17/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/06/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/30/2023

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrea Meisel Clark.
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