Unclaimed Profile

Andrea Meisel Clark

PATHWAYS WEALTH MANAGEMENT, INC.·DAYTON, Ohio

SIE, Series 7, Series 9, Series 10, Series 63, Series 65Clean record21 years registeredPATHWAYS WEALTH MANAGEMENT, INC.

8569 N. DIXIE DRIVE, DAYTON, OH 45414CRD# 2294096Firm CRD# 154125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrea Meisel Clark · DAYTON, OH

Registration

CRD #2294096 · PATHWAYS WEALTH MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

PATHWAYS WEALTH MANAGEMENT, INC.

Apr 2013 – present

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Apr 2010

CENTERVILLE, OH

CITIGROUP GLOBAL MARKETS INC.

Sep 2007 – Jun 2009

CENTERVILLE, OH

CITIGROUP GLOBAL MARKETS INC.

Mar 2005 – May 2005

CENTERVILLE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · March 4, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATHWAYS WEALTH MANAGEMENT, INC.

CRD 154125 · SEC 801-130750

AUM

$125M

Regulatory assets under management

Employees

624 client accounts

Services offered by PATHWAYS WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at PATHWAYS WEALTH MANAGEMENT, INC. →

Introduction

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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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