Clayton Mckown is a CFP-designated registered investment advisor at Morgan Stanley, based in Winter Haven, FL, with 18 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
250 North West 3rd Street, Winter Haven, FL, 33881
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2018 - Present · 8 yrs 4 mos
Morgan Stanley
March 2018 - Present · 8 yrs 4 mos
Morgan StanleyBroker
March 2018 - Present · 8 yrs 4 mos
Previous Registrations
Infinex Investments, INC.
February 2014 - March 2018 · 4 yrs 1 mo
Infinex Investments, INC.Broker
January 2014 - March 2018 · 4 yrs 2 mos
LPL Financial LLC
November 2012 - February 2014 · 1 yr 3 mos
LPL Financial LLCBroker
November 2012 - February 2014 · 1 yr 3 mos
Allen & Company of Florida, INC.
January 2009 - November 2012 · 3 yrs 10 mos
Allen & Company of Florida, INC.Broker
March 2008 - November 2012 · 4 yrs 8 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.