Clinton Tyler Wood
Investment adviser representative at Trg Investment Advisors, LLC
33 yearsExperience
1 stateRegistered in
$167.1MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
33 years in the industry.
- Ima Advisory Services, Inc.Oct 2026 to now
- Trg Investment Advisors, LLCOct 2024 to now
- Client Centered FinancialFeb 2015 to Jun 2024
- Equity Services, IncJun 2010 to Oct 2024
- University of Vermont Ext. ServiceJan 1993 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VT).
Trg Investment Advisors, LLC
$167.1MAssets managed
241Clients
6Advisers
5 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
- 5733324
- Firm CRD
- 315629