Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
28yrs
Chad Clark has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Washington, District of Columbia. Chad joined Merrill in 1998, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 19% by experience at Merrill
Office1800 K St NW, Washington, DC 20006
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 1998 – nowMerrillCurrent firm
Contact Chad
(800) 637-7455Firm headquarters in New York, NY. Ask for Chad. 1800 K St NWWashington, DC 20006Office · Get directions
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Questions to ask Chad
Tailored to Chad’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Chad
How do I contact Chad?
Call Merrill at (800) 637-7455 and ask for Chad Clark. Chad works from the Washington, DC office.
How long has Chad been a financial advisor?
Chad has been in the industry since 1998, about 28 years. Top 19% by experience at Merrill.
What licenses does Chad hold?
Series 66. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Chad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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