Clayton Saltijeral (CRD# 4157556) is an Investment Advisor Representative working at Copeland Capital Management, LLC in North Aurora, IL and has over 24 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vigilant Distributors, LLC | Chadds Ford, PA | Jan 2022 - Current | 2 |
| Copeland Capital Management, LLC | Conshohocken, PA | Dec 2018 - Current | 5 |
| Northern Lights Distributors, LLC | Omaha, NE | Jan 2019 - Dec 2021 | 2 |
| Dcm Brokers, LLC | Chicago, IL | May 2006 - Dec 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- IL
-
Total Assets Under Management4,774MILLIONS
-
Total Number of Accounts2,590ACCOUNTS
-
Average Account Value$1,843,153
- A percentage of assets under your management
- Performance-based fees
- 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
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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