Barclay Vajda
Investment adviser representative at Embark Wealth Management, LLC
10 yearsExperience
6 statesRegistered in
$57.4MFirm 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
Experience
10 years in the industry.
- Embark Wealth Management, LLCSep 2021 to now
- Oneamerica SecuritiesOct 2020 to Sep 2021
- Spence, Cassidy and AssociatesOct 2020 to Sep 2021
- American United LifeSep 2020 to Sep 2021
- Pacific CapitalJul 2020 to Sep 2021
- UnemployedApr 2020 to Jun 2020
- Charles Schwab & Co., Inc.Jul 2017 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, FL, NJ, NY, TX).
Embark Wealth Management, LLC
$57.4MAssets managed
369Clients
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
- 4174723
- Firm CRD
- 157950