Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Clayton, NC
Every SEC-registered investment adviser representative at a firm office in Clayton, with the firms that employ the most of them.
26 registered advisors work in Clayton; the most are at Strategic Advisers LLC (5). 2 list the CFP designation and 23 are also registered broker representatives.
Firms with the most advisors in Clayton
| Firm | Advisors in Clayton |
|---|---|
| Strategic Advisers LLC | 5 |
| Credit Union Investment Services | 4 |
| LPL Financial LLC news | 4 |
| Edward Jones news | 3 |
| Belpointe Asset Management LLC | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Ewing Wealth Management | 1 |
| Level Four Advisory Services | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Morgan Stanley news | 1 |
| Navy Federal Investment Services, LLC | 1 |
| State Farm Investment Management Corp. | 1 |
| Thrivent Investment Management Inc. | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
Advisors in Clayton, A to Z
CFP advisors in Clayton →- Ericka Y. Archie-ConnerMorgan Stanley
- Bonnie C. BurnsState Farm Investment Management Corp.
- Katie ChambersStrategic Advisers LLC
- Grayson K. ClementsMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Amber N. ClosLPL Financial LLC
- Drew C. DavisStrategic Advisers LLC
- Irena V. Davydova ForquerNavy Federal Investment Services, LLC
- Chelsea A. DeeseCredit Union Investment Services
- Robert L. Dunn IIIEdward Jones
- Ivan D. EllisEdward Jones
- Darren T. EwingEwing Wealth Management
- Timothy J. HoltStrategic Advisers LLC
- Dylan G. HowardStrategic Advisers LLC
- Katherine M. JohnsonEdward Jones
- Ron F. LintonLevel Four Advisory Services · Certified Financial Planner
- Brent LittleThrivent Investment Management Inc.
- John B. LoppCredit Union Investment Services
- Johnathan R. PulleynLPL Financial LLC · Certified Financial Planner
- Erik E. Rodriguez-LopezWells Fargo Clearing Services, LLC
- Andrew ShapiroStrategic Advisers LLC
- Joshua C. SwaimCredit Union Investment Services
- Giovanni TodescoBelpointe Asset Management LLC
- Aurea E. WangerienLPL Financial LLC
- Derrick K. WilliamsCetera Investment Advisers LLC
- Austin M. WinsteadCredit Union Investment Services
- Michael J. YoungLPL Financial LLC
Other cities in North Carolina
All of North Carolina →Charlotte 4,345Raleigh 1,727Greensboro 517Durham 494Wilmington 440Cary 273Chapel Hill 273Asheville 259Winston Salem 240Winston-Salem 237Huntersville 194Cornelius 172Greenville 116Mooresville 109Fayetteville 93Hickory 88Matthews 87Concord 86High Point 82Apex 68New Bern 59Wake Forest 59Burlington 58Hendersonville 58
Questions
How many financial advisors are in Clayton, NC?
26 investment adviser representatives are registered at firm offices in Clayton, North Carolina, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Clayton?
Strategic Advisers LLC, with 5 registered advisors in Clayton, followed by Credit Union Investment Services with 4.
How do I check a financial advisor in Clayton?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.