Clayton
Pyfer
Morgan Stanley
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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
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
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
Morgan Stanley
Morgan Stanley Private Bank, N.A
Notre Dame Federal Credit Union
Lpl Financial LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank Na
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.
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