Robert Clay (CRD# 2124692) is an Investment Advisor Representative working at Planmember Securities Corporation in Elkridge, MD and has over 33 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Apr 2017 - Current | 7 |
| Paladin Advisor Group | Elkridge, MD | Apr 2017 - Current | 7 |
| Robert R. Clay (self Employed) | Columbia, MD | Nov 1991 - Current | 32 |
| Mml Investors Services, LLC | Rockville, MD | Mar 2017 - Apr 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Apr 2017 | < 1 |
| Metropolitan Life Insurance Company | Columbia, MD | Nov 2006 - Apr 2017 | 10 |
| Metlife Securities, Inc. | Columbia, MD | Nov 2006 - Apr 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1991 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
- MD
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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