Sara Pierce Clark

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 02/2019
  Morgan Stanley
  New York, NY
• 01/2015 → 02/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2019 → 06/2020
  Kayne Anderson Capital Advisors Lp
  Los Angeles, CA
• 10/2020 → 03/2022
  Adviceperiod
  Los Angeles, CA
• 07/2020 → 09/2020
  Unemployed
  Los Angeles, CA
• 03/2022 → 04/2022
  Mariner Wealth Advisors
  Los Angeles, CA
• 04/2022 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2022-03-17 → 2022-05-03
  Mariner
  Los Angeles, CA
• 2020-10-19 → 2022-03-30
  Adviceperiod, Llc
  Los Angeles, CA
• 2014-05-29 → 2019-02-12
  Morgan Stanley
  New York, NY
  New York, NY
  New York, NY
• 2011-11-07 → 2014-05-13
  Barclays Capital Inc.
  New York, NY
• 2010-05-19 → 2011-11-02
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2009-10-13

Other Names

• Sara P Clark