Avereigh Layne Clarke
Investment adviser representative at Exponent Wealth LLC
12 yearsExperience
1 stateRegistered in
$110.4MFirm assets
Under 1 yearFirm 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.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Exponent Wealth LLCFeb 2025 to now
- Drive Wealth AdvisersMar 2021 to Mar 2025
- Bank of America, N.A.Feb 2019 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Mar 2021
- Epiq Capital Group LLCMay 2018 to Jan 2019
- Iconiq CapitalJul 2017 to May 2018
- Merrill LynchSep 2016 to Jun 2017
- Global Financial AdvisorsAug 2016 to Apr 2017
- Brigham Young UniversityAug 2014 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (UT).
Exponent Wealth LLC
$110.4MAssets managed
96Clients
7Advisers
Under 1 yearIn 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
- 6711221
- Firm CRD
- 334968