Deborah
Claydon

Carpenter, Claydon Advisors, Inc

CRD#2030444
Investment Advisor
in Orlando, FL

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About this Advisor

Deborah Claydon is a financial advisor based in Orlando, Florida with 16 years of relevant experience. Claydon works at Carpenter, Claydon Advisors, Inc. Their career trajectory has included roles at Carpenter, Claydon Advisors, Inc. Claydon maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Carpenter, Claydon Advisors, Inc is an advisory firm based out of Maitland, FL. It has $210 million in assets under management across its 390 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 390 customer accounts, 27% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management usually are based on which service is provided. Fee types billed by Carpenter, Claydon Advisors, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

834 N. Highland Avenue
Orlando, FL 32803

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Carpenter, Claydon Advisors, Inc Brokerage Details

Total Assets Under Management

$210,000,358

FL Average: $1,855,561,029
Total Number of Employees

3

FL Average: 62
Total Number of Accounts

390

FL Average: 2,474
Average Account Size

$538,462

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Deborah Claydon Work History

Deborah has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Carpenter, Claydon Advisors, Inc

2002 - Present (22 years)

Carpenter, Claydon Advisors, Inc

*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 Deborah Claydon 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 Carpenter, Claydon Advisors, Inc

Deborah Claydon
Orlando, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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