Clayton Keyes
Investment adviser representative at Newedge Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$43.2BFirm assets
Are you Clayton Keyes? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
12 years in the industry.
- Newedge AdvisorsMar 2026 to now
- Newedge Securities LLCMar 2026 to now
- Evergreen Wealth AdvisorsJul 2025 to Feb 2026
- Charles Schwab Bank, SsbJan 2025 to Jul 2025
- Charles Schwab & Co., Inc.Nov 2022 to Jul 2025
- Bank of America, N.A.Jul 2021 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Nov 2022
- UnemployedMay 2021 to Jul 2021
- Bank of America Merrill LynchJun 2020 to Aug 2020
- University of OklahomaAug 2017 to May 2021
- Southlake Carroll HighscoolAug 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
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
- 7260888
- Firm CRD
- 171351