Clayton RoellCRD Number: 6500420
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Clayton Roell (CRD# 6500420) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alpharetta, GA and has over 4 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Bank Of America, N.a.||Alpharetta, GA||Jan 2018 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Alpharetta, GA||Jul 2017 - Current||4|
|Unemployed||Suwanee, GA||May 2017 - Jul 2017||< 1|
|University Of Georgia||Athens, GA||Jan 2015 - May 2017||2|
|Automatic Data Processing||Atlanta, GA||May 2016 - Jul 2016||< 1|
|Publix Super Markets||Suwanee, GA||Apr 2009 - May 2016||7|
|Merrill Lynch||Buckhead, GA||May 2015 - Aug 2015||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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