Tiffani Clarke has been CFO, Trustee of the Clarke Trust DTD Dated 4/6/95 (Since 2014) of Meritas Wealth Management since April 2009, is a control person of the firm and directly owns under 5% 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.
- – present · 17 yearsSan Rafael, CA · Adviser representative · Firm CRD 148565
Investment adviser representative registrations
Tiffani Clarke is registered as an investment adviser representative in California, since April 2009.
- CaliforniaSince 9 April 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 March 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tiffani Rae Clarke
- CRD
- 5660120
- Firm
- Meritas Wealth Management · CRD 148565
- Role
- CFO, Trustee of the Clarke Trust DTD Dated 4/6/95 (Since 2014)
- Office
- 3950 CIVIC CENTER DRIVE, SUITE 210, San Rafael, CA 94903
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Tiffani Clarke work?
Tiffani Clarke has been CFO, Trustee of the Clarke Trust DTD Dated 4/6/95 (Since 2014) of Meritas Wealth Management, LLC since April 2009, and is a control person of the firm.
Is Tiffani Clarke a financial advisor?
Yes. Tiffani Clarke has a current investment-adviser registration in California, through Meritas Wealth Management since April 2009.
How many years of experience does Tiffani Clarke have?
Tiffani Clarke has 17 years in the financial industry, since April 2009, across 1 adviser firm.
What exams has Tiffani Clarke passed?
Tiffani Clarke passed the Series 65 in March 2009.
Where is Tiffani Clarke based?
Tiffani Clarke’s registered office is in San Rafael, CA.
Is Tiffani Clarke registered with FINRA?
No. Tiffani Clarke has no current broker registration.
How can I verify Tiffani Clarke’s record?
Search CRD 5660120 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tiffani Clarke’s full registration record.