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Meredith Wood Clark

Chief Executive OfficerNerdwallet Advisory LLCCRD 7711694

About Meredith Wood Clark

Meredith Wood Clark is listed as Chief Executive Officer at Nerdwallet Advisory LLC in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Under 5%. Meredith Wood Clark is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Nerdwallet Advisory LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Meredith Wood Clark work?

Meredith Wood Clark is listed as Chief Executive Officer at Nerdwallet Advisory LLC on SEC Form ADV.

How much of Nerdwallet Advisory LLC does Meredith Wood Clark own?

Form ADV reports a beneficial ownership band of Under 5%.

Nerdwallet Advisory LLC

TitleChief Executive Officer
OwnershipUnder 5%
Control personYes
Since2023

Nerd Wallet Wealth Partners

TitlePresident
OwnershipUnder 5%
Control personYes
Since2025