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EM

Erin P. Mcclain

CLARK ASSET MANAGEMENT
Wenonah, NJ
Some features on this profile are disabled
CRD#: 5166083
EM

Professional summary

Erin Pember Mcclain, CFP®, who also goes by Erin P Mcclain, Erin Mcclain, is a registered financial advisor currently at CLARK ASSET MANAGEMENT, LLC located in Wenonah, New Jersey.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Erin has worked at 10 firms and has passed the Series 65, Series 63, Series 66, Series 6TO, SIE, Series 7, Series 86, Series 87, Series 55 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erin P Mcclain | Erin Mcclain

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 Erin Pember Mcclain'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®
CFP®

Certified Financial Planner

Experience

Current

April 10, 2026 - Present

CLARK ASSET MANAGEMENT, LLC

RIA
CRD#: 284480
Wenonah, NJ
Past

December 11, 2025 - February 2, 2026

COASTAL WEALTH MANAGEMENT

RIA
CRD#: 327867
Wenonah, NJ
Past

April 6, 2023 - October 24, 2023

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
PHILADELPHIA, PA
Past

April 6, 2023 - October 24, 2023

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
PHILADELPHIA, PA
Past

May 26, 2017 - August 19, 2022

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA
Past

May 23, 2017 - August 19, 2022

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
MALVERN, PA
Past

May 14, 2013 - May 11, 2017

MYCIO WEALTH PARTNERS, LLC

RIA
CRD#: 134436
PHILADELPHIA, PA
Past

December 5, 2011 - May 3, 2013

FRIEDENTHAL FINANCIAL, LLC

RIA
CRD#: 150457
VOORHEES, NJ
Past

January 4, 2010 - May 12, 2010

KAUFMAN BROS., L.P.

BD
CRD#: 37909
NEW YORK, NY
Past

September 14, 2007 - July 17, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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".
CLARK ASSET MANAGEMENT, LLC
CLARK ASSET MANAGEMENT, LLC
CLARK ASSET MANAGEMENT, LLC

CRD#: 284480 / SEC#: 801-120465

RIA
Registered Investment Advisory firm - (3/8/2021 Approved)
Massachusetts
Registered Investment Advisory firm - (3/9/2021 Terminated)
New Hampshire
Registered Investment Advisory firm - (4/16/2021 Terminated)
Texas
Registered Investment Advisory firm - (3/9/2021 Terminated)

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
New Jersey
(4/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/14/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/2/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/29/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/6/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/25/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 86
Date: 4/24/2010
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 1/25/2010
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 55
Date: 12/19/2007
Limited Representative-Equity Trader Exam
Principal/Supervisory Exam
RR
Series 24
Date: 1/11/2010
General Securities Principal Examination

Current Firm

CLARK ASSET MANAGEMENT, LLC
CLARK ASSET MANAGEMENT, LLC
CLARK ASSET MANAGEMENT, LLC

CRD#: 284480 / SEC#: 801-120465

RIA
Registered Investment Advisory firm - (3/8/2021 Approved)
Massachusetts
Registered Investment Advisory firm - (3/9/2021 Terminated)
New Hampshire
Registered Investment Advisory firm - (4/16/2021 Terminated)
Texas
Registered Investment Advisory firm - (3/9/2021 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Stratham, NH
Mailing Address
Phone number
(603) 237-1341
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 A AND B (3/12/2025)

Regulatory assets under management

Total Number of Accounts955
AUM (Assets Under Management)$ 778,339,310

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.

Company Information

CLARK ASSET MANAGEMENT, LLC

CLARK ASSET MANAGEMENT, LLC

CRD#: 284480Wenonah, NJ

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