Clayton Anderson, financial advisor Greenwood Village CO

Clayton Anderson

CRD Number: 6646552
Current Firm: Fidelity Personal And Workplace Advisors

Clayton Anderson (CRD# 6646552) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Greenwood Village, CO Jan 2019 - Current 2
Regis University Denver, CO Aug 2014 - Current 7
Townepark Denver, CO Nov 2018 - Feb 2020 1
Axa Advisors Denver, CO Jan 2019 - Jan 2020 1
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Graco Denver, CO May 2017 - Aug 2017 < 1
Hanson Mcclain Advisors Sacramento, CA May 2016 - Aug 2016 < 1
Sweet Cow Denver, CO Oct 2014 - Jan 2016 1
Regis University Fitness Center Denver, CO Aug 2014 - Oct 2015 1
Leatherby's Sacramento, CA Jul 2012 - Jul 2015 3
Unemployed Sacramento, CA Dec 2008 - Jun 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Clayton Anderson
Phone Number: 617-563-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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 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, WY

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