David S. Clark

WICK CAPITAL PARTNERS

Wayne, PA 19087

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CRD#: 6723236

Professional summary

David Stephen Clark, who also goes by David Clark, is a registered financial advisor currently at WICK CAPITAL PARTNERS, LLC located in Wayne, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. David has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David 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.

1) Perspective Financial Group, An Alera Group Company; 1041 Old Cassatt Road Berwyn PA 19312; Member Firm Affiliation; Investment Related; Financial Advisor; Offer fee based investment management and financial planning services and life insurance and annuities; 01/29/2024; 160 hours per month; 160 hours per month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Stephen 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 2, 2025 - Present

WICK CAPITAL PARTNERS, LLC

Office #1: 150 N. Radnor Chester Road Suite A225, Wayne, PA 19087

RIA

CRD#: 299194

Wayne, PA

Past

February 8, 2024 - July 1, 2025

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

BERWYN, PA

Past

February 5, 2024 - July 1, 2025

M HOLDINGS SECURITIES, INC.

CRD#: 43285

BERWYN, PA

Past

April 12, 2019 - December 18, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Kennett Square, PA

Past

May 9, 2017 - July 31, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WILMINGTON, DE

Past

January 30, 2017 - July 31, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WILMINGTON, DE

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".

WICK CAPITAL PARTNERS, LLC

WICK CAPITAL MANAGEMENT, LLC | WICK CAPITAL PARTNERS, LLC

CRD#: 299194 / SEC#: 801-114337

RIA

Registered Investment Advisory firm - (11/23/2018 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

Pennsylvania
(7/2/2025)

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 66

Date: 5/8/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/29/2017

General Securities Representative Examination

Current Firm

WICK CAPITAL PARTNERS, LLC

WICK CAPITAL MANAGEMENT, LLC | WICK CAPITAL PARTNERS, LLC

CRD#: 299194 / SEC#: 801-114337

RIA

Registered Investment Advisory firm - (11/23/2018 Approved)

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Contact information

Main Address

150 N. Radnor Chester Road Suite A225, Wayne, PA 19087

Mailing Address

Phone number

(215) 302-3535

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WICK FORM ADV PART2A 2025V2 (6/18/2025)

Regulatory assets under management

Total Number of Accounts	942
AUM (Assets Under Management)	$ 565,287,657

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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Advisor Monitoring

Firm Stability Insights

David S. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Stephen Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

WICK CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/8/2017

SIE

Date: 7/31/2018

Series 7

Date: 1/29/2017

Current Firm

WICK CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WICK CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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