CP
CP

Clay Pilgrim

4 Years of Experience
Gainesville, GA
Broker

Clay Pilgrim is a registered investment advisor at Cetera Investment Advisers LLC, based in Gainesville, GA, with 4 years of industry experience. Clay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

726 South Enota Drive, Suite A, Gainesville, GA, 30501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Clay manages Watercrest 103, LLC for holding real estate, serves as an audit partner at Rushton, LLC, and is a board member of the Georgia Society of CPAs. He also acts as Treasurer for The Reserve at Mossy Creek Property Owners Association, Inc. and is a member of Rushton Wealth Management, LLC.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
February 2022 - September 2025 · 3 yrs 7 mos
Avantax Investment Services, INC.Broker
January 2022 - September 2025 · 3 yrs 8 mos
State Registrations1 state
GA
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.