Erin Pember Mcclain
Investment adviser representative at Clark Asset Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Clark Asset Management, LLCMar 2026 to now
- Coastal Wealth ManagementOct 2025 to Feb 2026
- South Jersey Treatment Management CompanyFeb 2025 to Mar 2026
- Elite Consulting PartnersJan 2025 to Feb 2025
- Cetera Investment Advisers LLCMar 2023 to Oct 2023
- Cetera Investment Services LLCMar 2023 to Oct 2023
- Valued Merchant ServicesFeb 2023 to Nov 2025
- UnemployedSep 2022 to Feb 2023
- The Vanguard Group, Inc.May 2017 to Aug 2022
- Mycio Wealth Partners, LLCMay 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Clark Asset Management, LLC
$1.3BAssets managed
275Clients
7Advisers
5 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
- 5166083
- Firm CRD
- 284480