Melissa
Clark
Journey Strategic Wealth LLC
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About this Advisor
Melissa Clark is a financial advisor based in Summit, New Jersey with a total of 1 year of relevant experience. Clark is an employee of Journey Strategic Wealth LLC. Clark has gained experience at Northwestern Mutual Investment Services, LLC, Mark J. Newfield, Northwestern Mutual Wealth Management Company, Lpl Financial, Bleakley Financial Group, LLC, Private Advisor Group, LLC Dba Bleakley Financial Group, LLC, Journey Strategic Wealth LLC and Purshe Kaplan Sterling Investments. Clark maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Journey Strategic Wealth LLC is an advisory business based in Summit, NJ. It has offices in four locations and a total of 23 people on staff. It handles $3 billion in assets under management among its 1,547 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 1,547 customer accounts, 33% are held by high-net-worth individuals who have greater than $1 million in assets. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely are based on the type of services provided. However, fees billed by Journey Strategic Wealth LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Journey Strategic Wealth LLC Brokerage Details
$2,726,392,525
23
1,547
$1,762,374
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Melissa Clark Work History
Melissa has been registered as a financial advisor for 1 years.*
Journey Strategic Wealth LLC
Purshe Kaplan Sterling Investments
Bleakley Financial Group, LLC
Lpl Financial
Private Advisor Group, LLC Dba Bleakley Financial Group, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLC
Mark J. Newfield
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Melissa Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Journey Strategic Wealth LLC
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Long Island City, NY
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