Gregg Clarke has been Principal, Manager, Trustee of the Clarke Trust DTD 4/6/95 (Since 2014) of Meritas Wealth Management since December 2008, is a control person of the firm and directly owns between 25% and 50% of it.
Meritas Wealth Management, LLC is a San Rafael, CA firm with $619M under management, 335 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Gregg Clarke’s longest registration is the current one, 17 years at Meritas Wealth Management since 2009. Before joining Meritas Wealth Management in 2009, Gregg Clarke was registered through Willow Creek Financial Services, Inc.
- – present · 17 yearsSan Rafael, CA · Adviser representative · Firm CRD 148565
- Willow Creek Financial Services, Inc.– · 9 yearsSebastopol, CA · Adviser representative · Firm CRD 109240
Investment adviser representative registrations
Gregg Clarke is registered as an investment adviser representative in 2 states. The first approvals date from March 2009; the most recent is Texas, in March 2019.
- CaliforniaSince 25 March 2009
- TexasSince 19 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 17 November 1993 |
- Name
- Non-Member General Securities Examination
- Full name
- Gregg Eric Clarke
- CRD
- 2430243
- Firm
- Meritas Wealth Management · CRD 148565
- Role
- Principal, Manager, Trustee of the Clarke Trust DTD 4/6/95 (Since 2014)
- Office
- 3950 CIVIC CENTER DRIVE, SUITE 210, San Rafael, CA 94903
- Registration
- Investment adviser registration
- In the industry since
- August 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregg Clarke work?
Gregg Clarke has been Principal, Manager, Trustee of the Clarke Trust DTD 4/6/95 (Since 2014) of Meritas Wealth Management, LLC since December 2008, and is a control person of the firm.
Is Gregg Clarke a financial advisor?
Yes. Gregg Clarke has a current investment-adviser registration in California and Texas, through Meritas Wealth Management since March 2009.
How many years of experience does Gregg Clarke have?
Gregg Clarke has 27 years in the financial industry, since August 1999, across 2 adviser firms.
What exams has Gregg Clarke passed?
Gregg Clarke passed the Series 2 in November 1993.
Where did Gregg Clarke work before Meritas Wealth Management?
Before Meritas Wealth Management, Gregg Clarke was registered through Willow Creek Financial Services, Inc., June 1999 to January 2009.
Where is Gregg Clarke based?
Gregg Clarke’s registered office is in San Rafael, CA.
Is Gregg Clarke registered with FINRA?
No. Gregg Clarke has no current broker registration.
How can I verify Gregg Clarke’s record?
Search CRD 2430243 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregg Clarke’s full registration record.