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Gregory Todd Clinton

Kraematon Investment Advisors, Inc.

Wellesley, MA

CRD 2616485

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Employer firm

Kraematon Investment Advisors, Inc. CRD 126869

$202M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Kraematon Investment Advisors, Inc.

25 Braintree Hill Office Park Suite 200, Braintree, MA 02184 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2002-04-17
  • MA RA
    APPROVED
    Since 2002-04-17

Branch Locations

20 Walnut Street, Wellesley, MA 02481 • 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
Kraematon Investment Advisors, Inc. Wellesley MA 01/2002 Present
Donegal Securities, Inc. Wellesley MA 06/2004 08/2018
Polaris Advisors, Llc Walpole MA 08/2018 Present
  • 01/2002 → Present
    Kraematon Investment Advisors, Inc.
    Wellesley, MA
  • 06/2004 → 08/2018
    Donegal Securities, Inc.
    Wellesley, MA
  • 08/2018 → Present
    Polaris Advisors, Llc
    Walpole, MA
Previous Registrations
  • 2018-09-07 → 2020-01-31
    Polaris Advisors, Llc
    Framingham, MA
    Braintree, MA
Other Businesses

GREGORY CLINTON IS DUALLY-REGISTERED WITH POLARIS ADVISORS, LLC AND KRAEMATON INVESTMENT ADVISORS FOR TRANSITION PURPOSES ONLY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-06-23
  • S63 Uniform Securities Agent State Law Examination
    1995-06-23
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

PEAK FINANCIAL MANAGEMENT INC
EQUITABLE ADVISORS, LLC
FOCUS PARTNERS WEALTH, LLC

Nearby Investors

JEFFREY CHARLES SMITH
CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON

Nearby Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA

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