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Andrew M Clayton

Investment adviser representative at Measured Risk Portfolios
16 yearsExperience
1 stateRegistered in
$597.2MFirm assets
12 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 assetsHourlyPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

16 years in the industry.

  1. Measured Risk PortfoliosOct 2025 to now
  2. SchoolJan 2010 to now
  3. Morgan StanleyOct 2021 to Oct 2025
  4. Equitable Advisors, LLCNov 2020 to Mar 2021
  5. Anheuser BuschAug 2019 to Jan 2020
  6. Northwestern MutualAug 2018 to Aug 2019

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (NY).

Measured Risk Portfolios

Legal name: Measured Risk Portfolios, Inc.

$597.2MAssets managed
812Clients
6Advisers
12 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
6992242
Firm CRD
141422
Advisor's SEC record (opens in a new tab)
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