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Vincent Tyler Clark

Elwood & Goetz

Mt Pleasant, SC

Naples, FL

Athens, GA

CRD 6561029

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Employer firm

Elwood & Goetz CRD 154839

$1.07B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Elwood & Goetz

687 S Milledge Ave, Athens, GA 30605 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-13
SC RA APPROVED 2026-06-12
GA RA APPROVED 2023-11-08
  • FL RA
    APPROVED
    Since 2026-08-13
  • SC RA
    APPROVED
    Since 2026-06-12
  • GA RA
    APPROVED
    Since 2023-11-08

Branch Locations

75 Port City Landing Suite 110, Mt Pleasant, SC 29464 • United States

4850 Tamiami Trail North Suite 301, Naples, FL 34103 • United States

687 S Milledge Ave, Athens, GA 30605 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company Atlanta GA 06/2015 06/2017
Redwood Wealth Management Alpharetta GA 06/2017 01/2022
Wipfli Financial Alpharetta GA 01/2022 06/2022
Elwood & Goetz Athens GA 06/2022 Present
  • 06/2015 → 06/2017
    The Ayco Company
    Atlanta, GA
  • 06/2017 → 01/2022
    Redwood Wealth Management
    Alpharetta, GA
  • 01/2022 → 06/2022
    Wipfli Financial
    Alpharetta, GA
  • 06/2022 → Present
    Elwood & Goetz
    Athens, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-13
  • S66 Uniform Combined State Law Examination
    2016-05-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

Donna Oja Mathias
Stephen James Fazio
Ross Chawansky

Nearby Offices

EDWARD JONES · MT PLEASANT, SC
WELLS FARGO CLEARING SERVICES, LLC · MOUNT PLEASANT, SC
FLOWRATE FINANCIAL, LLC · MOUNT PLEASANT, SC

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