David Clark has been an investment adviser representative at Wick Capital Partners since July 2025, and is not listed among the firm’s executive officers or direct owners. David Clark holds a Bachelor of Science in Finance from Wilmington University.
Wick Capital Partners, LLC is a Wayne, PA firm with $930M under management, 367 clients and 10 advisers across 2 offices, as of its March 2026 filing.
David Clark is Head of Advisory, Private Wealth Advisor and Portfolio Manager at Wick Capital Partners. He advises high-net-worth and ultra-high-net-worth families on wealth management strategies and serves on the firm's investment committee. He previously served on the investment committee and leadership team of another registered investment adviser, and earlier roles include Financial Advisor at Perspective Financial Group and Private Wealth Manager at Brandywine Oak Private Wealth.
David Clark’s longest registration was 1 year at M Holdings Securities, Inc. (2024–2025). Before joining Wick Capital Partners in 2025, David Clark was registered through M Holdings Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Wick Capital Partners, LLCCurrent– present · 1 yearWayne, PA · Adviser representative · Firm CRD 299194
- M Holdings Securities, Inc.– · 1 yearBerwyn, PA · Adviser representative · Firm CRD 43285
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearWilmington, DE · Adviser representative · Firm CRD 7691
Professional designations
Listed by Wick Capital Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
David Clark is registered as an investment adviser representative in Pennsylvania, since July 2025.
- PennsylvaniaSince 2 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 May 2017 |
| Series 7 | General Securities Representative Examination | 29 January 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Stephen Clark
- CRD
- 6723236
- Firm
- Wick Capital Partners · CRD 299194
- Office
- 150 N. RADNOR CHESTER ROAD, SUITE A225, Wayne, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wickcapitalpartners.com
Where does David Clark work?
David Clark is an investment adviser representative registered through Wick Capital Partners, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is David Clark a financial advisor?
Yes. David Clark has a current investment-adviser registration in Pennsylvania, through Wick Capital Partners since July 2025.
How many years of experience does David Clark have?
David Clark has 8 years in the financial industry, since November 2017, across 3 adviser firms.
What exams has David Clark passed?
David Clark has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2017. FINRA credited David Clark with the SIE, which began in October 2018.
Where did David Clark work before Wick Capital Partners?
Before Wick Capital Partners, David Clark was registered through M Holdings Securities, Inc., February 2024 to July 2025; Merrill Lynch, Pierce, Fenner & Smith Incorporated, May 2017 to July 2018.
Where is David Clark based?
David Clark’s registered office is in Wayne, PA.
Is David Clark registered with FINRA?
No. David Clark has no current broker registration.
Is David Clark a CFP?
Wick Capital Partners lists David Clark with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Clark’s record?
Search CRD 6723236 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Clark’s full registration record.
