Sara Pierce Clark
Investment adviser representative at Mission Wealth Management, LP
8 yearsExperience
1 stateRegistered in
$17BFirm assets
24 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
- Pension consulting
Experience
8 years in the industry.
- Mission Wealth Management, LPApr 2022 to now
- Mariner Wealth AdvisorsMar 2022 to Apr 2022
- AdviceperiodOct 2020 to Mar 2022
- UnemployedJul 2020 to Sep 2020
- Kayne Anderson Capital Advisors LPFeb 2019 to Jun 2020
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2019
- Morgan StanleyApr 2014 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 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
- 5553797
- Firm CRD
- 113057