Sean K. Clark

CENTURA WEALTH ADVISORY

San Diego, CA 92130

Some features on this profile are disabled

CRD#: 5164326

Professional summary

Sean Kelley Clark, who also goes by Sean K Clark, Sean Clark, is a registered financial advisor currently at CENTURA WEALTH ADVISORY located in San Diego, California.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Sean has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sean K Clark | Sean Clark

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 Sean Kelley Clark's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 1, 2019 - Present

CENTURA WEALTH ADVISORY

Office #1: 12255 El Camino Real Suite 125, San Diego, CA 92130

RIA

CRD#: 296985

San Diego, CA

Past

December 3, 2009 - July 17, 2012

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SAN DIEGO, CA

Past

July 24, 2008 - July 16, 2012

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SAN DIEGO, CA

Past

September 14, 2006 - July 11, 2008

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

GREENVILLE, SC

Past

August 29, 2006 - July 11, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

GREENVILLE, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

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

California
(3/1/2019)

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: 3/1/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/13/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/28/2006

General Securities Representative Examination

Current Firm

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

12255 El Camino Real Suite 125, San Diego, CA 92130

Mailing Address

Phone number

(858) 771-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CENTURA WEALTH ADVISORY DISCLOSURE BROCHURE (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,467
AUM (Assets Under Management)	$ 769,086,884

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.

Similar Advisors

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sean K. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Kelley Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CENTURA WEALTH ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2019

Series 66

Date: 9/13/2006

Series 7

Date: 8/28/2006

Current Firm

CENTURA WEALTH ADVISORY

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTURA WEALTH ADVISORY

TRUST BUT VERIFY

Similar Advisors