Thomas Craig Clark
Investment adviser representative at Merit Financial Advisors
12 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Merit Financial AdvisorsNov 2025 to now
- Purshe Kaplan Sterling InvestmentsNov 2025 to now
- Blueprint Wealth Advisors, LLCAug 2023 to Nov 2025
- Commonwealth Financial NetworkAug 2023 to Nov 2025
- Charles Schwab Investment ManagementOct 2018 to Aug 2023
- Jackson National Asset ManagementAug 2014 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 7038373
- Firm CRD
- 142457