CE
CE

Clayton Arthur Edger

25 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
102 clients
Average Client Portfolio
$763K average
Assets Under Management
$77.8M
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Location

160 Technology Drive, Suite 101, Canonsburg, PA, 15317

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Clayton is a Registered Investment Advisor Representative with Summit Advisors LLC, dedicating about half their time to this role. Clayton also co-owns and maintains an office building rental through APPLE Street LLC, spending minimal time on this activity.

Employment History
Current Registrations
Summit Advisors, LLC
February 2017 - Present · 9 yrs
Beaconsfield Financial Services, INC.Broker
December 2000 - Present · 25 yrs 2 mos
Previous Registrations
American Express Financial Advisors INC.Broker
September 2000 - December 2000 · 3 mos
Ids Life Insurance CompanyBroker
September 2000 - December 2000 · 3 mos
State Registrations5 states
CACOFLMIOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.