Cameron Christian Clay

Current Employers

Employment History

• 05/2019 → 12/2022
  Verity Asset Management
  Durham, NC
• 09/2017 → 05/2025
  Appreciation Financial
  Henderson, NV
• 11/2013 → 09/2017
  Team Dream Financial
  Pittsburgh, PA
• 08/2022 → 05/2025
  Encompass More Asset Management Llc
  Danville, CA
• 05/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2013 → Present
  Alto Financial Group
  Monroeville, PA

Previous Registrations

• 2022-09-16 → 2025-05-15
  Encompass More Asset Management Llc
  Danville, CA
  Pittsburg, PA
• 2019-05-29 → 2022-11-30
  Verity Asset Management
  Durham, NC
  Monroeville, PA

Other Businesses

1) Alto Financial Group, LLC; Yes Investment Related; 4099 William Penn Hwy Monroeville, PA 15146; Life Insurance Sales; Insurance Agent; 08/2013; 40hrs/Mo; 24hrs/Mo during Securities Trading Hours; Help clients protect their assets and balance their portfolio using insurance products when they best fit the clients goals. 2) Cameron and Winter LLC; Not Investment Related; 75 Rushmore Dr Pittsburgh, PA 15235; Consulting and coaching; Co-Founder; 02/2021; 20hrs/Mo; 5hrs/Mo during Securities Trading Hours; Ministry offering marriage, relationship, and parental coaching services to young adults and couples. 3) Council of Financial Educators; Yes Investment Related; 4099 William Penn Highway, 4th Floor, Monroeville PA 15146; Financial Education Seminars; Facilitator; 6/3/2025; Approx. 8hrs/Mo; Approx. 0hrs/Mo during Securities Trading Hours; I facilitate some of the seminar classes focused on social security planning strategy and retirement income planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-03