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RIA / WealthAdvisorCertified Financial Planner14 years in industry

ERIN PEMBER MCCLAIN

Advisor at CLARK ASSET MANAGEMENT, LLC

STRATHAM, NH | Wenonah, NJ

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Search this name across graphsid dfx:ria:d388d82b-3aa1-1d7e-0e1f-5a3feb4704a0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Dec 5, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLARK ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 29, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63|S66
First exam: Nov 29, 2011
First registration: Dec 5, 2011
Dual registered: no
Other names: ERIN P MCCLAIN|ERIN MCCLAIN
IAPD individual key: 5166083

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLARK ASSET MANAGEMENT, LLC	Independent wealth	Apr 10, 2026	n/a	yes	STRATHAM, NH\|Wenonah, NJ	Current employment
COASTAL WEALTH MANAGEMENT	Independent wealth	Dec 11, 2025	Feb 2, 2026	no	NEW YORK, NY\|Wenonah, NJ	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Apr 6, 2023	Oct 24, 2023	no	PHILADELPHIA, PA	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	May 23, 2017	Aug 19, 2022	no	MALVERN, PA	Previous registration
MYCIO WEALTH PARTNERS, LLC	Independent wealth	May 14, 2013	May 11, 2017	no	PHILADELPHIA, PA	Previous registration
FRIEDENTHAL FINANCIAL, LLC	Independent wealth	Dec 5, 2011	May 3, 2013	no	MARLTON, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COASTAL WEALTH MANAGEMENT	CLARK ASSET MANAGEMENT, LLC	Feb 2, 2026	Apr 10, 2026	67	Firm change	RIA to RIA
CETERA INVESTMENT ADVISERS LLC	COASTAL WEALTH MANAGEMENT	Oct 24, 2023	Dec 11, 2025	779	Firm change after gap	Ibd to RIA
VANGUARD ADVISERS, INC.	CETERA INVESTMENT ADVISERS LLC	Aug 19, 2022	Apr 6, 2023	230	Firm change	Ibd to ibd
MYCIO WEALTH PARTNERS, LLC	VANGUARD ADVISERS, INC.	May 11, 2017	May 23, 2017	12	Firm change	Other
FRIEDENTHAL FINANCIAL, LLC	MYCIO WEALTH PARTNERS, LLC	May 3, 2013	May 14, 2013	11	Firm change	Other

Relationships

Registered with (6)

→ CLARK ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 10, 2026 to presentfactForm ADV
→ COASTAL WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 11, 2025 to Feb 2, 2026factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Apr 6, 2023 to Oct 24, 2023factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
May 23, 2017 to Aug 19, 2022factForm ADV
→ MYCIO WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
May 14, 2013 to May 11, 2017factForm ADV
→ FRIEDENTHAL FINANCIAL, LLCRegistered adviserregistration: previous registration
Dec 5, 2011 to May 3, 2013factForm ADV

Dated events

Occurred
Feb 2, 2026
Advisor changed firm
Erin Pember Mcclain left Coastal Wealth Management for Clark Asset Management, Llc (registered 2026-04-10)
Form ADVobserved 4 days ago
Occurred
Oct 24, 2023
Advisor changed firm
Erin Pember Mcclain left Cetera Investment Advisers Llc for Coastal Wealth Management (registered 2025-12-11)
Form ADVobserved 4 days ago
Occurred
Aug 19, 2022
Advisor changed firm
Erin Pember Mcclain left Vanguard Advisers, Inc. for Cetera Investment Advisers Llc (registered 2023-04-06)
Form ADVobserved 4 days ago