Chrysantha S. Clark

CHRYS FINANCIAL PLANNING

Wyoming, OH

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CRD#: 3031563

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

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chrysantha Sophia Clark's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

July 12, 2022 - Present

CHRYS FINANCIAL PLANNING, LLC

RIA

CRD#: 318884

Wyoming, OH

Past

September 23, 2019 - July 15, 2022

PILLAR FINANCIAL ADVISORS, LLC

RIA

CRD#: 121880

LOUISVILLE, KY

Past

May 19, 2015 - September 19, 2019

MERIDIAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 151523

LEXINGTON, KY

Past

January 2, 2015 - April 21, 2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

LEXINGTON, KY

Past

January 2, 2015 - April 21, 2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

LEXINGTON, KY

Past

June 19, 2014 - December 2, 2014

STONE FENCE WEALTH MANAGEMENT GROUP, LLC

RIA

CRD#: 171315

LEXINGTON, KY

Past

March 27, 2014 - June 16, 2014

KEYSTONE FINANCIAL GROUP, LLC

RIA

CRD#: 170201

LEXINGTON, KY

Past

August 6, 2013 - March 27, 2014

LPL FINANCIAL LLC

CRD#: 6413

LEXINGTON, KY

Past

June 20, 2013 - March 27, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

LEXINGTON, KY

Past

November 15, 2004 - February 19, 2008

WESCOTT FINANCIAL ADVISORY GROUP LLC

RIA

CRD#: 105989

PHILADELPHIA, PA

Past

May 20, 1998 - July 27, 1998

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/12/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/23/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/21/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/18/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CHRYS FINANCIAL PLANNING, LLC

CRD#: 318884 / SEC#:

Ohio

Registered Investment Advisory firm - (6/8/2022 Approved)

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Contact information

Main Address

Wyoming, OH

Mailing Address

Phone number

(267) 205-5085

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 13,304,122

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Chrysantha S. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chrysantha Sophia Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

PILLAR FINANCIAL ADVISORS, LLC

MERIDIAN WEALTH MANAGEMENT, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

STONE FENCE WEALTH MANAGEMENT GROUP, LLC

KEYSTONE FINANCIAL GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WESCOTT FINANCIAL ADVISORY GROUP LLC

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2015

Series 63

Date: 8/23/2013

SIE

Date: 4/21/2015

Series 7

Date: 8/6/2013

Series 6

Date: 5/18/1998

Current Firm

CHRYS FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHRYS FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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