Clayton Andrew Fillian

Employer firm

Verity Asset Management CRD 158667

$1.15B regulatory AUM 5 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:

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

Current Employers

Employment History

• 08/2015 → Present
  Teacher's Pension
  Oakdale, CA
• 04/2023 → Present
  Verity Asset Management
  Durham, NC

Other Businesses

1. Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 08/2015; 40 hours per month; 40 during market hours; Sell insurance and annuity products. 2. New Jersey Public Employee Educators, LLC.; Not investment-related; Berlin, NJ; Marketing agency; Partner; Insurance agent; 06/2023; 6 hours per month; 2 during market hours; Market for appointments with public employees to help educate them upon their Pension, Social Security and offer Life Insurance and Annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-20

Other Names

• Clay Fillian
• Clayton A. Fillian
• Clayton A Fillian