Clayton
Pyfer

Morgan Stanley

CRD#6216237
Investment Advisor
in Mishawaka, IN

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About this Advisor

Clayton Pyfer is a financial advisor based in Mishawaka, Indiana, working with Morgan Stanley. Clayton has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Notre Dame Federal Credit Union, Lpl Financial LLC, Morgan Stanley, and Morgan Stanley Private Bank, N.A. Clayton has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana and Texas. Currently, Clayton is part of Morgan Stanley, which operates out of Mishawaka, Indiana. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees, Others

Office Location

4100 Edison Lakes Parkway Suite 200
Mishawaka, IN 46545

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

IN Average: $7,464,549,021
Total Number of Employees

29,300

IN Average: 88
Total Number of Accounts

2,405,783

IN Average: 3,892
Average Account Size

$582,939

IN Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Clayton Pyfer Work History

2022 - Present (2 years)

Morgan Stanley

2022 - Present (2 years)

Morgan Stanley Private Bank, N.A

2018 - 2022 (4 years)

Notre Dame Federal Credit Union

2018 - 2022 (4 years)

Lpl Financial LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors LLC

2011 - 2018 (7 years)

Wells Fargo Bank Na

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Disclosures

Please visit the SEC profile of Clayton Pyfer 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 Morgan Stanley

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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