CE
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
102 clients
Average Client Portfolio
$763K average
Assets Under Management
$77.8M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the Summit Advisors, LLC brochure for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
160 Technology Drive, Suite 101, Canonsburg, PA, 15317
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Clayton is a Registered Investment Advisor Representative with Summit Advisors LLC, dedicating about half their time to this role. Clayton also co-owns and maintains an office building rental through APPLE Street LLC, spending minimal time on this activity.
Employment History
Current Registrations
Summit Advisors, LLC
February 2017 - Present · 8 yrs 11 mos
Beaconsfield Financial Services, INC.Broker
December 2000 - Present · 25 yrs 1 mo
Previous Registrations
American Express Financial Advisors INC. Broker
September 2000 - December 2000 · 3 mos
Ids Life Insurance CompanyBroker
September 2000 - December 2000 · 3 mos
State Registrations5 states
CACOFLMIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.