Clayton William Mckown

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2012 → 03/2018
  Centennial Bank
  Lakeland, FL
• 01/2014 → 03/2018
  Infinex Investments, Inc.
  Meriden, CT
• 03/2018 → Present
  Morgan Stanley
  Winter Haven, FL
• 03/2018 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2014-02-04 → 2018-03-09
  Osaic Institutions, Inc.
  Chapel Hill, NC
  Winter Haven, FL
• 2012-11-27 → 2014-02-25
  Lpl Financial Llc
  Zephyrhills, FL
  Winter Haven, FL
  Spring Hill, FL
  St. Cloud, FL
  Plant City, FL
  Kissimmee, FL
  Lakeland, FL
• 2009-01-28 → 2012-11-21
  Allen & Company Of Florida, Llc
  Lakeland, FL
  Winter Haven, FL

Exams

• S66 Uniform Combined State Law Examination
  2008-10-15

Designations

• Certified Financial Planner