David Patrick Clark
Investment Adviser Representative at Guardian Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Patrick Clark is an investment adviser representative with Guardian Wealth Advisors, LLC in Chelmsford, MA, where they have been registered since 2022. They have worked in the securities industry since 2009 and have been registered with 3 firms, including BTS Asset Management, Inc. and Pioneer Institutional Asset Management, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts and North Carolina.
Registrations & licenses
- Investment adviser:
- Massachusetts, North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BTS Asset Management, Inc.Aug 2011 – Jan 2021Lexington, MA
- BTS Securities CorporationAug 2011 – Jan 2021Lexington, MA
- Massmutual LIFE Insurance CoJan 2021 – Feb 2022Boston, MA
- MML Investors Services, LLCFeb 2021 – Feb 2022Boston, MA
- Guardian Wealth Advisors, LLCFeb 2022 – no end date reportedRaleigh, NC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Guardian Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning and ongoing investment management, including investment strategy and portfolio management (in partnership with Aptus Capital Advisors), retirement projection analysis, life insurance needs analysis, debt management analysis, employer 401(k) and benefits review, tax return review and analysis, retirement income planning, Social Security claiming strategies, required minimum distributions, long-term care insurance needs analysis, trust and estate planning analysis, retirement community affordability and consulting, business planning (tax/succession/exit), restricted stock/stock options/ESPP analysis, and complex charitable giving strategies.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 32
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Raleigh, NC
- SEC file number:
- 801-118121
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 26, 2026
View full firm profileOther advisors at Guardian Wealth Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Patrick Clark has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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