CF
CF

Clay Flournoy

38 Years of Experience
Baton Rouge, LA
Broker

Clay Flournoy is a registered investment advisor at Morgan Stanley, based in Baton Rouge, LA, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

400 Convention Street, Suite 400, Baton Rouge, LA, 70802

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History

Regulatory 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.

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Other Business Activities

Clay is the sole proprietor/owner of Whitberryclay LLC. This investment-related activity takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
August 2007 - June 2009 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
December 2005 - April 2007 · 1 yr 4 mos
Legg Mason Wood Walker, IncorporatedBroker
February 1998 - December 2005 · 7 yrs 10 mos
J.C. Bradford & CO.Broker
January 1991 - February 1998 · 7 yrs 1 mo
Dean Witter Reynolds INC.Broker
July 1989 - January 1991 · 1 yr 6 mos
Dorsey & Company, INC.Broker
August 1988 - June 1989 · 10 mos
B.F. Anderson Investment Securities INC.Broker
December 1987 - August 1988 · 8 mos
Dunhill Investments LTD.Broker
January 1987 - February 1987 · 1 mo
State Registrations29 states
ALARAZCACOCTDCFLGAHIILKSKYLAMAMNMOMSNCNYOHOKORSCSDTNTXUTVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Clay Flournoy - Financial Advisor | TrueAdvisor