Trustee, Andrew Clinton Irrevocable Trust Agreement U/a Dated June 17, 2025 · Clinton Investment Management, LLC
Alicia A. Clinton
CRD 8273124 · Named on Form ADV at one SEC-registered adviser
At a glance
Clinton Investment Management, LLC, an SEC-registered wealth manager based in Stamford, CT with $3.9 billion in regulatory assets, lists Alicia A. Clinton on its Form ADV as Trustee, Andrew Clinton Irrevocable Trust Agreement U/a Dated June 17, 2025, a control person.
Firms and roles
- Clinton Investment Management, LLCTrustee, Andrew Clinton Irrevocable Trust Agreement U/a Dated June 17, 2025Wealth manager · Stamford, CT · $3.9B in regulatory assets
AtlasMembers
Alicia’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Andrew I. ClintonCEO, Member, Clinton Investment Management, LLC
- Lane S. BucklanGeneral Counsel and Chief Compliance Officer, Clinton Investment Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alicia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.