Adviser and broker representative · Market Street Wealth Management
Sarah L. Clayton
CRD 6445263 · West Chester, PA
At a glance
Sarah L. Clayton is an investment adviser representative with Market Street Wealth Management in West Chester, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sarah’s SEC record dates to 2019, about 6 years ago. Sarah is also registered as a broker representative.
Current advisory firm
- Market Street Wealth ManagementSince October 2019West Chester, PA · $837M in regulatory assets
SEC adviser record
- Registered since
- 2019 (6 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Sarah’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 and FINRA BrokerCheck.
More at Market Street Wealth Management
- Nathan I. DanielWest Chester
- Kelly L. DohertyWest Chester
- Matthew G. EichertWest Chester · Chartered Financial Consultant
- Richard G. EliasWest Chester · Certified Financial Planner
- Kevin A. HoltWest Chester · Certified Financial Planner
- Jeffrey W. LeppertWest Chester
- Mark MeloroWest Chester
- Maxwell J. MeloroWest Chester
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