Brian Clay (CRD# 4227797) is an Investment Advisor Representative working at Clay Northam Wealth Management in El Segundo, CA and has over 23 years of experience in the finance industry. Brian Clay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clay Northam Wealth Management, LLC | El Segundo, CA | Jan 2023 - Current | 1 |
| Clay Northam Wealth Management, LLC | El Segundo, CA | Oct 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S66 | NASAA Uniform Combined State Law Examination | May 2002 |
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Total Assets Under Management249MILLIONS
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Total Number of Accounts1,059ACCOUNTS
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Average Account Value$235,176
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
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