Robert Russell Clay
Investment adviser representative at Planmember Securities Corporation
26 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Paladin Advisor GroupApr 2017 to now
- Planmember Securities CorporationApr 2017 to now
- Robert R. Clay (self Employed)Nov 1991 to now
- MML Investors Services, LLCMar 2017 to Apr 2017
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Apr 2017
- Metlife Securities, Inc.Nov 2006 to Apr 2017
- Metropolitan Life Insurance Co.Nov 2006 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MD).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2124692
- Firm CRD
- 11869