Clayton
Cochran
Cynosure Group, LLC
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About this Advisor
Clayton Cochran is a financial advisor based in New York, New York, working with Cynosure Group, LLC. Clayton has previously held positions at J.P. Morgan Institutional Investments Inc, Aj Wealth, Svb Wealth LLC, and Cynosure Management, LLC. Clayton has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Utah. Currently, Clayton is part of Cynosure Group, LLC, which operates out of New York, New York. The firm has 9 offices and 49 employees. The firm manages assets totaling $4.9 billion 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 pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Cynosure Group, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cynosure Group, LLC Brokerage Details
$4,862,981,883
49
590
$8,242,342
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Clayton Cochran Work History
Cynosure Management, LLC
Svb Wealth LLC
Aj Wealth
Aj Wealth
J.P. Morgan Institutional Investments Inc
Disclosures
Please visit the SEC profile of Clayton Cochran 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 Cynosure Group, LLC
Wellington, FL
Salt Lake City, UT
Westford, MA
New York, NY
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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