Amy
Clayton
Trust Advisory Group LTD
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About this Advisor
Amy Clayton is a financial advisor operating out of Westport, Connecticut who has 6 years of relevant experience. Clayton is on the advisory team at Trust Advisory Group LTD. Throughout their career, Clayton has worked at Source Capital Group, Source Capital Management and Advisory Group Equity Services LTD. Clayton has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut and Florida. Trust Advisory Group LTD is a registered investment firm based in Woburn, MA. The investment advisory business has offices in 40 locations and a total of 43 advisors. It controls $500 million in assets among its 2,077 accounts, making it one of the bigger firms in the United States by assets under management. Of its 2,077 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets. Trust Advisory Group LTD offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Trust Advisory Group LTD can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Trust Advisory Group LTD Brokerage Details
$499,698,033
43
2,077
$240,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Amy Clayton Work History
Amy has been registered as a financial advisor for 6 years.*
Advisory Group Equity Services LTD
Source Capital Group
Source Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amy Clayton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trust Advisory Group LTD
Woburn, MA
Ronkonkoma, NY
Arlington, MA
Morristown, NJ
Cos Cob, CT
South Yarmouth, MA
Wilbraham, MA
Haverhill, MA
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