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Andrea Meisel Clark

PATHWAYS WEALTH MANAGEMENT, INC.·DAYTON, Ohio
Unclaimed Profile
8569 N. DIXIE DRIVE, DAYTON, OH 45414CRD# 2294096Firm CRD# 154125
01

About

Andrea Meisel Clark is a registered financial advisor based in DAYTON, Ohio, affiliated with PATHWAYS WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
PATHWAYS WEALTH MANAGEMENT, INC.
PATHWAYS WEALTH MANAGEMENT, INC.
AUM
$125M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PATHWAYS WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2294096
Firm CRD# 154125
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrea Meisel Clark offer?
Andrea Meisel Clark specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in DAYTON, Ohio for a consultation.
What are Andrea Meisel Clark's credentials?
Andrea Meisel Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Meisel Clark located?
Andrea Meisel Clark is based in DAYTON, Ohio, working with PATHWAYS WEALTH MANAGEMENT, INC.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does Andrea Meisel Clark charge for services?
Andrea Meisel Clark's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATHWAYS WEALTH MANAGEMENT, INC.?
PATHWAYS WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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Research
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