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Clayton C Maner

Morgan Stanley

Raleigh, NC

CRD 7086529

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-15
NC RA APPROVED 2019-08-07
  • TX RA
    APPROVED
    Since 2020-04-15
  • NC RA
    APPROVED
    Since 2019-08-07

Branch Locations

3800 Glenwood Avenue Suite 500, Raleigh, NC 27612 • 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
Morgan Stanley Smith Barney Llc Raleigh NC 04/2019 Present
The University Of Tennessee Knoxville TN 05/2016 05/2018
Oak Ridge National Lab Oak Ridge TN 01/2017 05/2017
General Dynamics Mission Systems Mcleansville NC 06/2017 08/2017
The University Of Tennessee Knoxville TN 05/2018 04/2019
The University Of Tennessee Knoxville TN 08/2013 12/2018
Morgan Stanley Private Bank, N.A. New York NY 07/2019 Present
  • 04/2019 → Present
    Morgan Stanley Smith Barney Llc
    Raleigh, NC
  • 05/2016 → 05/2018
    The University Of Tennessee
    Knoxville, TN
  • 01/2017 → 05/2017
    Oak Ridge National Lab
    Oak Ridge, TN
  • 06/2017 → 08/2017
    General Dynamics Mission Systems
    Mcleansville, NC
  • 05/2018 → 04/2019
    The University Of Tennessee
    Knoxville, TN
  • 08/2013 → 12/2018
    The University Of Tennessee
    Knoxville, TN
  • 07/2019 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-07
  • S66 Uniform Combined State Law Examination
    2019-08-07

View on SEC IAPD

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