Clayton Keyes is a CFP-designated registered investment advisor, based in Dallas, TX, with 4 years of industry experience. Clayton is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8144 Walnut Hill Lane, Suite 1120, Dallas, TX, 75231
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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
Newedge Securities, LLCBroker
March 2026 - Present · 7 mos
Newedge Advisors
March 2026 - Present · 7 mos
Previous Registrations
Evergreen Wealth Advisors
August 2025 - December 2025 · 4 mos
Charles Schwab & CO., INC.Broker
January 2023 - August 2025 · 2 yrs 7 mos
Charles Schwab & CO., INC.
January 2023 - August 2025 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2021 - November 2022 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2021 - November 2022 · 1 yr 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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