Marc Clayman, financial advisor Alpharetta GA
93 score

Marc Clayman

CRD Number: 1027870
Current Firm: Suntrust Investment Services, Inc.

Marc Clayman (CRD# 1027870) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Alpharetta, GA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Jan 2015 - Current 1
Suntrust Investment Services,inc Atlanta, GA Apr 2012 - Jan 2015 2
Suntrust Investment Services, Inc. Atlanta, GA Apr 2006 - Apr 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S65 NASAA Investment Advisors Law Examination Mar 1996
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Marc S. Clayman
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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