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Melissa Ann Clark

Journey Strategic Wealth LLC

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About Melissa Ann Clark

Melissa Clark is a financial advisor who has been in the industry since February 2011. Melissa Clark is registered with Journey Strategic Wealth LLC, LPL Financial LLC, and Northwestern Mutual Investment Services, LLC. Melissa Clark holds the Series 7, Series 63 and Series 65 licenses. Melissa Clark specializes in working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Melissa Clark provides financial planning services, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Melissa Clark is currently registered with Journey Strategic Wealth LLC. Journey Strategic Wealth LLC is an investment advisor headquartered in Summit, NJ. The firm provides financial planning, portfolio management for businesses, and portfolio management for individuals. They manage approximately $3.07 billion in assets for 1,898 clients, including high-net-worth individuals, corporations, and charitable organizations. The firm has 6 licensed agents, 13 investment advisor representatives, and 7 registered representatives.
Journey Strategic Wealth LLC

47 MAPLE STREET

SUMMIT, NJ 07901

$3.07B

Assets Under Management

Not reported

Total Clients

15

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Melissa Clark’s Registration & Firm History

NJ

09/30/2022 - Present

Journey Strategic Wealth LLC (SUMMIT NJ)

VA

09/24/2020 - 10/20/2022

LPL FINANCIAL LLC (RICHMOND VA)

VA

02/15/2011 - 09/24/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)

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Licenses & Designations

IA

Issued 10/27/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Ann Clark.
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