Clay Bryant Smith

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2016 → 05/2018
  Dixon Valve & Coupling
  Chestertown, MD
• 06/2017 → 08/2017
  Beverage Distribution Center Inc
  Pennsauken, NJ
• 08/2014 → 05/2018
  Washington College
  Chestertown, MD
• 06/2018 → 08/2018
  Unemployed
  Pasadena, MD
• 08/2018 → 06/2020
  Axa Advisors
  New York, NY
• 08/2018 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1) clay.smith@cspremierfinancial.com;

Exams

• S66 Uniform Combined State Law Examination
  2018-12-13

Other Names

• Clay Smith