Andrea Meisel Clark
Investment adviser representative at Pathways Wealth Management, Inc.
16 yearsExperience
1 stateRegistered in
$287MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Pathways Wealth Management, Inc.Jun 2010 to now
- Lm Kohn & CompanyFeb 2015 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (OH).
Pathways Wealth Management, Inc.
$287MAssets managed
508Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2294096
- Firm CRD
- 154125