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RC

Rachael Y. Clark

KINTRA WEALTH
WILLIAMSPORT, PA 17701
CRD#: 5337520
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RC
Rachael Yvonne ClarkKINTRA WEALTH

Professional summary

Rachael Yvonne Clark, who also goes by Rachael Yvonne Heaton, Rachael Heaton, is a registered financial advisor currently at KINTRA WEALTH, LLC located in Williamsport, Pennsylvania.

Rachael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Rachael has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Rachael Yvonne Heaton | Rachael Heaton

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 Rachael Yvonne 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

July 1, 2026 - Present

KINTRA WEALTH, LLC

Office #1: 1000 Commerce Park Drive Suite 416, Williamsport, PA 17701
RIA
CRD#: 299407
WILLIAMSPORT, PA
Past

June 30, 2016 - February 17, 2017

M&T SECURITIES, INC.

RIA
CRD#: 17358
WILLIAMSPORT, PA
Past

November 4, 2008 - February 17, 2017

M&T SECURITIES, INC.

BD
CRD#: 17358
WILLIAMSPORT, 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".
KW
KINTRA WEALTH, LLC
EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA
Registered Investment Advisory firm - (1/28/2019 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
(7/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/1/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/6/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/17/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/21/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/3/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

KW
KINTRA WEALTH, LLC
EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
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Contact information

Main Address
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701
Mailing Address
Phone number
(570) 601-6960
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026 KINTRA FORM ADV PART 2A V1 (2/12/2026)

Regulatory assets under management

Total Number of Accounts1,424
AUM (Assets Under Management)$ 460,941,125

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

KINTRA WEALTH, LLC

CRD#: 299407Williamsport, PA 17701

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