CP
CP

Clayton Pyfer

12 Years of Experience
Mishawaka, IN
Broker

Clayton Pyfer is a registered investment advisor at Morgan Stanley, based in Mishawaka, IN, with 12 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

4100 Edison Lakes Parkway, Suite 200, Mishawaka, IN, 46545

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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

Clayton is a partner at Pyfer Properties LLC, a rental property business in Elkhart, Indiana, since October 2024. He spends a few hours per week on administrative, accounting, property management, and labor/service tasks.

Employment History
Current Registrations
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Morgan Stanley
May 2022 - Present · 4 yrs
Previous Registrations
LPL Financial LLCBroker
December 2018 - May 2022 · 3 yrs 5 mos
LPL Financial LLC
December 2018 - May 2022 · 3 yrs 5 mos
Wells Fargo Clearing Services, LLC
September 2013 - December 2018 · 5 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
August 2013 - December 2018 · 5 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Clayton Pyfer - Financial Advisor | TrueAdvisor