Deidre ClaytonCRD Number: 5410698
Current Firm: Stifel, Nicolaus & Company, Incorporated
Deidre Clayton (CRD# 5410698) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Vero Beach, FL and has over 8 years of experience in the finance industry.
Latitude Advisors, LLC
Royal Alliance Associates, Inc.
Latitude Advisors, LLC
|Stifel Nicolaus & Co Inc.||Vero Beach, FL||Mar 2009 - Current||7|
|Stanford Group Company||Vero Beach, FL||Aug 2007 - Mar 2009||1|
|Stanford Trust Company||Vero Beach, FL||Aug 2007 - Mar 2009||1|
|Us Trust/boa||Vero Beach, FL||Jun 2007 - Aug 2007||< 1|
|Citrust Bank||Sebastian, FL||Jan 2007 - Jun 2007||< 1|
|No Wake Llc Dba The Sandhurst Hotel||Ft. Pierce, FL||Dec 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV
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