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Alvin Abraham Clay

Alvin Clay Financial Advisors, LLC

Jenkintown, PA

CRD 4367613

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Employer firm

Alvin Clay Financial Advisors, LLC CRD 226655

$187M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Alvin Clay Financial Advisors, Llc

309 York Road Suite 215, Jenkintown, PA 19046 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-07-22
  • PA RA
    APPROVED
    Since 2015-07-22

Branch Locations

309 York Road Suite 215, Jenkintown, PA 19046 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alvin Clay Financial Advisors, Llc Huntingdon Valley PA 04/2015 Present
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
Other Names
  • Alvin Abraham Clay Iii

View on SEC IAPD

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