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Managing Member / Founder / Chief Executive Officer · The Clifford Group LLC

Gregory Clifford

CRD 5779731 · Named on Form ADV at one SEC-registered adviser

At a glance

The Clifford Group LLC, an SEC-registered wealth manager based in Wayland, MA with $248 million in regulatory assets, lists Gregory Clifford on its Form ADV as Managing Member / Founder / Chief Executive Officer, a control person.

Firms and roles

  • The Clifford Group LLCManaging Member / Founder / Chief Executive OfficerWealth manager · Wayland, MA · $248M in regulatory assets

AtlasMembers

Gregory’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Sarah E LuddenDirector of Operations and Chief Compliance Officer, The Clifford Group LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.