Chrysantha S. Clark
Professional summary
Chrysantha Sophia Clark, CFP® is a registered financial advisor currently at CHRYS FINANCIAL PLANNING, LLC located in Wyoming, Ohio.
Chrysantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Chrysantha has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Chrysantha Sophia Clark's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
July 12, 2022 - Present
CHRYS FINANCIAL PLANNING, LLC
September 23, 2019 - July 15, 2022
PILLAR FINANCIAL ADVISORS, LLC
May 19, 2015 - September 19, 2019
MERIDIAN WEALTH MANAGEMENT, LLC
January 2, 2015 - April 21, 2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
January 2, 2015 - April 21, 2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
June 19, 2014 - December 2, 2014
STONE FENCE WEALTH MANAGEMENT GROUP, LLC
March 27, 2014 - June 16, 2014
KEYSTONE FINANCIAL GROUP, LLC
August 6, 2013 - March 27, 2014
LPL FINANCIAL LLC
June 20, 2013 - March 27, 2014
LPL FINANCIAL LLC
November 15, 2004 - February 19, 2008
WESCOTT FINANCIAL ADVISORY GROUP LLC
May 20, 1998 - July 27, 1998
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/12/2022)
Exams
Current Firm
CHRYS FINANCIAL PLANNING, LLC
CRD#: 318884 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 67 |
| AUM (Assets Under Management) | $ 13,304,122 |
Red Flags
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