David Stephen Clark
Investment adviser representative at Wick Capital Partners, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$929.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
10 years in the industry.
- Wick Capital Partners, LLCJul 2025 to now
- M Holdings Securities, Inc.Feb 2024 to Jun 2025
- Perspective Financial Group, An Alera Group CompanyJan 2024 to Jun 2025
- Purshe Kaplan Sterling InvestmentsApr 2019 to Dec 2023
- Brandywine Oak Private WealthJul 2018 to Jan 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wick Capital Partners, LLC
$929.7MAssets managed
367Clients
11Advisers
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
- 6723236
- Firm CRD
- 299194