Investment adviser representative · Ima Advisory Services, Inc.
Clinton T. Wood
CRD 5733324 · Brattleboro, VT
At a glance
Clinton T. Wood is an investment adviser representative with Ima Advisory Services, Inc. in Brattleboro, VT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Clinton’s SEC record dates to 2024, about 1 years ago.
Current advisory firms
- Ima Advisory Services, Inc.Since October 2026Brattleboro, VT · $3.9B in regulatory assets
- Trg Investment Advisors, LLCSince November 2024Denver, CO · $167M in regulatory assets
SEC adviser record
- Registered since
- 2024 (1 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Clinton’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Ima Advisory Services, Inc.
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- Paige M. BoumaBelgrade
- Nancy P. BowesWichita
- James A. BrauerDenver · Certified Financial Planner
- Steven T. BurnettWhite River Junction
- Jasmine ChenLas Vegas · Chartered Financial Analyst
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