Cassie Clayton, financial advisor Covington KY
89 score

Cassie Clayton

CRD Number: 6293123
Current Firm: Strategic Advisers, Inc.

Cassie Clayton (CRD# 6293123) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Covington, KY Jan 2014 - Current 2
Children Inc. Covington, KY Sep 2013 - Jan 2014 < 1
Almost Family Edgewood, KY Jul 2013 - Jan 2014 < 1
Outback Steakhouse Crescent Springs, KY Jul 2012 - Aug 2013 1
Cenage Learning Independence, KY May 2012 - Jun 2012 < 1
Brio Tuscan Grille Newport, KY Jul 2010 - May 2012 1
Children Inc. Covington, KY Oct 2011 - Dec 2011 < 1
Montgomery Inn Ft. Mitchell, KY Oct 2009 - Jan 2011 1
Unemployed Erlanger, KY May 2009 - Sep 2009 < 1
Dixie Heights High School Ft. Mitchell, KY Aug 2005 - May 2009 3
Dewey's Pizza Crestview Hills, KY Aug 2008 - Oct 2008 < 1
Children Inc. Covington, KY Jan 2008 - May 2008 < 1
Greyhound Tavern Ft. Mitchell, KY Sep 2007 - Jan 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Cassie L. Clayton
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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