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Clayton Williard

1 Year of Experience
Lancaster, PA
Broker

Clayton Williard is a registered investment advisor at Morgan Stanley, based in Lancaster, PA, with 1 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

300 Granite Run Drive, Suite 300, Lancaster, PA, 17601

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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 currently an Account Manager at Aerotek, a staffing company, managing the skilled trades division. This is Clayton's full-time role and not investment-related; he will be leaving this position to work at Morgan Stanley.

Employment History
Current Registrations
Morgan Stanley
December 2024 - Present · 1 yr 5 mos
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
State Registrations40 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.