Clayton Reynolds, financial advisor Blue Ash OH
93 score

Clayton Reynolds

CRD Number: 6117316
Current Firm: 9258 Wealth Management, LLC

Clayton Reynolds (CRD# 6117316) is an Investment Advisor Representative working at 9258 Wealth Management, LLC in Blue Ash, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
9258 Wealth Management, LLC Blue Ash, OH Jan 2018 - Current < 1
Raymond James & Associates Blue Ash, OH Dec 2016 - Dec 2017 1
Mwa Financial Services Ince Rock Island, IL May 2016 - Dec 2016 < 1
Modern Woodmen Of America Rock Island, IL May 2016 - Dec 2016 < 1
Raymond James Financial Services, Inc. Mount Orab, OH Apr 2015 - Apr 2016 1
Raymond James Financial Services Advisors Inc. Mount Orab, OH Apr 2015 - Apr 2016 1
People's Bank, N.a. Mount Orab, OH Aug 2007 - Apr 2016 8
Cetera Investment Advisers LLC Mt Orab, OH Jan 2014 - Apr 2015 1
Cetera Investment Services LLC, MN Sep 2012 - Apr 2015 2
The National Bank And Trust Company Wilmington, OH Aug 2007 - Apr 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Clayton M. Reynolds
Phone Number: 513-791-9258
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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