Claybrook Capital, LLC

Claybrook Capital, LLC (CRD# 286209) is a financial advisory firm headquartered in Wellesley, MA. They manage $295,788,355 in 74 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
75 Central Street, 2nd Floor, Wellesley, MA 02482
https://www.linkedin.com/company/claybrook-capital
By the Numbers
  • Total Assets Under Management
    296
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $3,997,140
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NY, TX

Financial Advisors at Claybrook Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Virginia Aaron, financial advisor Wellesley MA
Virginia E. Aaron
CRD#: 5046672
75 Central Street, 2nd Floor, Wellesley, MA 02482

Virginia Aaron (CRD# 5046672) is an Investment Advisor Representative working at Claybrook Capital, LLC in Wellesley, MA and has over 16 years of experience in the finance industry.

2
Jerry Nigro, financial advisor Wellesley MA
Jerry A. Nigro
CRD#: 2294851
75 Central Street, 2nd Floor, Wellesley, MA 02482

Jerry Nigro (CRD# 2294851) is an Investment Advisor Representative working at Claybrook Capital, LLC in Wellesley, MA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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