Clayton Howard Wright

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → Present
  Lpl Financial
  Baltimore, MD

Previous Registrations

• 2009-06-01 → 2010-02-22
  Morgan Stanley
  Baltimore, MD
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Baltimore, MD
• 2004-03-02 → 2007-04-02
  Morgan Stanley Dw Inc.
  Baltimore, MD
  Baltimore, MD

Other Businesses

1. 02/19/10 - DBA CLAYTON WRIGHT WEALTH MANAGEMENT. (2)10/16/2014 - MIKE WOLF TAX SERVICES INC -TAX PREP/ACCOUNTING/CPA - I PLAN ON BEING A TAX PREPARER. WILL NOT MARKET MY SERVICES UNDER MY LPL DBA. WILL BE WORKING WITH SEVERAL (TWO OR THREE) EXPERIENCED PREPARERS WHO WORK UNDER THE NAME OF MIKE WOLF TAX SERVICES, SO I WILL BE FOLLOWING THEIR MARKETING UNDER THAT NAME, AND WILL HAVE THEM SIGN OFF UPON REVIEW OF COMPLETED TAX RETURNS. I DO NOT HAVE MY OWN E&O FOR THIS SERVICE. ALMOST ALL OF THIS WORK WILL OCCUR FROM JANUARY 15TH TO APRIL 15TH DURING TAX SEASON SO FOR HOURS DEVOTED TO THIS OBA IT WILL BE APPROXIMATELY 30 A WEEK WITH APPROXIMATELY 5-10 HOURS A WEEK DURING TRADING HOURS DURING THE 10 WEEK TAX SEASON. PLEASE NOTE THAT WHEN READING THE HOURS TO BE DEVOTED. IT WILL BE SEASONAL WITH SATURDAY BEING THE MOST HOURS. TIME SPENT 120 HRS PER MONTH - NOTTINGHAM, MD

Exams

• S66 Uniform Combined State Law Examination
  2004-01-29

Other Names

• Clayton Wright
• Clayton Howard Wright