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Justin Gregory Clark

Justin G. Clark

TILLER PRIVATE WEALTH
Bethlehem, PA 18015
Some features on this profile are disabled
CRD#: 5275341
Justin Gregory Clark

Professional summary

Justin Gregory Clark, CFP®, who also goes by Justin G Clark, Justin Clark, is a registered financial advisor currently at TILLER PRIVATE WEALTH, INC. located in Bethlehem, Pennsylvania.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Justin has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Justin G Clark | Justin 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 Justin Gregory 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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

February 21, 2023 - Present

TILLER PRIVATE WEALTH, INC.

Office #1: 1412 Walter Street, Bethlehem, PA 18015
RIA
CRD#: 111268
Bethlehem, PA
Past

April 28, 2021 - February 3, 2023

EQUITY SERVICES, INC.

RIA
CRD#: 265
MEDIA, PA
Past

January 25, 2019 - February 3, 2023

EQUITY SERVICES, INC.

BD
CRD#: 265
MEDIA, PA
Past

August 21, 2013 - November 7, 2018

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
RADNOR, PA
Past

September 19, 2012 - July 31, 2013

SANTANDER SECURITIES LLC

BD
CRD#: 41791
DOUGLASSVILLE, PA
Past

December 6, 2010 - September 19, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
DOUGLASSVILLE, PA
Past

March 7, 2007 - March 5, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. DAVIDS, PA

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".
TP
TILLER PRIVATE WEALTH, INC.
SUPRA CAPITAL MANAGEMENT INC | YOUNGS ADVISORY GROUP, INC. | YOUNGS ADVISORY GROUP | TILLER PRIVATE WEALTH, INC.

CRD#: 111268 / SEC#: 801-53367

RIA
Registered Investment Advisory firm - (11/27/1996 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
Pennsylvania
(2/21/2023)
IAR
Texas
(2/21/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 4/10/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/5/2007
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TP
TILLER PRIVATE WEALTH, INC.
SUPRA CAPITAL MANAGEMENT INC | YOUNGS ADVISORY GROUP, INC. | YOUNGS ADVISORY GROUP | TILLER PRIVATE WEALTH, INC.

CRD#: 111268 / SEC#: 801-53367

RIA
Registered Investment Advisory firm - (11/27/1996 Approved)
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Contact information

Main Address
1412 Walter Street, Bethlehem, PA 18015
Mailing Address
Phone number
(610) 954-9940
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (14 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

02 12 2026 TPW FORM ADV PART 2A FINAL (2/12/2026)

Regulatory assets under management

Total Number of Accounts1,409
AUM (Assets Under Management)$ 730,302,316

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

TILLER PRIVATE WEALTH, INC.

CRD#: 111268Bethlehem, PA 18015

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