Gregory L. Clifford

Employer firm

The Clifford Group LLC CRD 318897

$248M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2012 → 10/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newton, MA
• 04/2014 → 10/2020
  Bank Of America, N.A.
  Newton, MA
• 10/2020 → 03/2023
  Triad Advisors Llc
  Norcross, GA
• 10/2020 → 04/2022
  Newedge Advisors, Llc
  New Orleans, LA
• 03/2022 → Present
  The Clifford Group Llc
  Wayland, MA

Previous Registrations

• 2020-10-08 → 2022-07-27
  Newedge Advisors
  New Orleans, LA
  Newton, MA
• 2013-02-05 → 2020-10-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA

Other Businesses

1) Appointment with multiple carriers-fixed insurance. Investment related; 321 Commonwealth Road, Suite 103, Wayland, MA, 01778. Wealth management/CEO;10/2020. 20 hrs/month, 3 hrs during trading. Provide array of fixed insurance for clients financial planning needs 2) Rental property. Not Investment related; Boston,MA 02116. Rental property/Owner. 5/2019. 1 hr/month, 0 hrs during trading. Maintain property 3) Forbes Finance Council. Not Investment related; 321 Commonwealth Road, Suite 103, Wayland, MA, 01778. Industry Group. Contributor and Member. 5/1/2024. 1 hr/month, 0 hrs during trading. Writing articles and thought pieces, no compensation is recieved

Exams

• S66 Uniform Combined State Law Examination
  2013-02-04

Other Names

• Gregory L Clifford
• Gregory Clifford