Scott David Clayton
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Scott David Clayton? 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to now
- AarpOct 2020 to Apr 2022
- UnemployedJun 2020 to Sep 2020
- Torchlight HireJun 2019 to Jun 2020
- UnemployedMay 2019 to Jun 2019
- Cgi Inc.Jun 2018 to May 2019
- Self-employment (scott D. Clayton Consulting)Sep 2017 to Apr 2022
- Jack's Bar & GrillAug 2017 to May 2018
- Ethos Digital ConsultantsAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (DC, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7543717
- Firm CRD
- 7691