Andrew Clayton Wyman
Investment adviser representative at Trust Advisory Group Ltd
14 yearsExperience
1 stateRegistered in
$313.5MFirm assets
32 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Stonex Securities IncSep 2024 to now
- Morristown Capital Associates LLCFeb 2021 to now
- Trust Advisory Group LtdFeb 2017 to now
- Ages Financial Services, Ltd.Feb 2017 to Sep 2024
- Source Capital GroupJun 2012 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Trust Advisory Group Ltd
$313.5MAssets managed
564Clients
14Advisers
32 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
- 2757863
- Firm CRD
- 106926