Rachael Yvonne Clark
Investment adviser representative at Kintra Wealth, LLC
18 yearsExperience
1 stateRegistered in
$1.5BFirm assets
7 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Kintra Wealth, LLCJun 2026 to now
- C&n BankApr 2021 to Jun 2026
- PsecuMay 2018 to Apr 2021
- Jersey Shore State BankFeb 2017 to May 2018
- M&t SecuritiesOct 2008 to Feb 2017
- M&t BankJun 2008 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Kintra Wealth, LLC
$1.5BAssets managed
2,914Clients
39Advisers
7 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
- 5337520
- Firm CRD
- 299407