Steven Clayton (CRD# 7582395) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Smithfield, RI | Jun 2022 - Current | 1 |
| School (university Of Massachusetts Boston) | Boston, MA | Sep 2017 - Jun 2022 | 4 |
| Harbour One Bank | Brockton, MA | Sep 2021 - May 2022 | < 1 |
| Bureau Of Labor Statistics | Boston, MA | May 2021 - Aug 2021 | < 1 |
| United States Marine Corps | Arlington, VA | Mar 2012 - Jan 2021 | 8 |
| Door Dash | Quincy, MA | Jan 2018 - Jan 2019 | 1 |
| Home Depot | Brockton, MA | May 2017 - Jul 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- RI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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