CD
CD

Clayton Dixon

3 Years of Experience
Oak Brook, IL
1 DisclosureBrokerSells Insurance

Clayton Dixon is a registered investment advisor at Morgan Stanley, based in Oak Brook, IL, with 3 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
Loading...

Location

2211 York Road, Suite 100, Oak Brook, IL, 60523

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2022
Final
Other Business ActivitiesSells Insurance

Clayton is a licensed insurance agent offering life insurance and fixed annuity sales. This activity is insurance-related.

Employment History
Current Registrations
Morgan Stanley
July 2025 - Present · 1 yr
Morgan StanleyBroker
July 2025 - Present · 1 yr
Previous Registrations
Goldstone Financial Group, LLC
April 2024 - June 2025 · 1 yr 2 mos
Edward Jones
November 2023 - January 2024 · 2 mos
Edward JonesBroker
October 2023 - January 2024 · 3 mos
Morgan StanleyBroker
January 2023 - October 2023 · 9 mos
E*trade Securities LLCBroker
March 2022 - September 2023 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Clayton Dixon - Financial Advisor | TrueAdvisor