Chrysantha Clark, financial advisor Lexington KY
92 score

Chrysantha Clark

CRD Number: 3031563
Current Firm: Meridian Wealth Management, LLC

Chrysantha Clark (CRD# 3031563) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 4 years of experience in the finance industry. Chrysantha Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Meridian Wealth Management, LLC Lexington, KY May 2015 - Current 2
Tiaa Lexington, KY Dec 2014 - Apr 2015 < 1
Tiaa-cref Individual & Institutional Services, LLC Lexington, KY Dec 2014 - Apr 2015 < 1
Stone Fence Wealth Management Group, LLC Lexington, KY May 2014 - Dec 2014 < 1
Lpl Lexington, KY Jun 2013 - Mar 2014 < 1
Cw Advisors, LLC Lexington, KY Sep 2012 - Jun 2013 < 1
Bridgewater Advisors Inc. New York, NY Jan 2008 - Aug 2012 4
Wescott Financial Advisory Group LLC Philadelphia, PA May 2000 - Jan 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Feb 2015
Contact Info for Chrysantha S. Clark
Phone Number: 859-543-4516
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    303
    MILLIONS
  • Total Number of Accounts
    934
    ACCOUNTS
  • Average Account Value
    $324,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, KY, VA

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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