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Clellan Vance Hyatt

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

835 Main Street, Building 200, Buda, TX, 78610

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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 ActivitiesSells Insurance

Clellan provides financial advising, managed accounts, and fixed annuities through various firms, dedicating nearly full-time hours to these investment-related activities. He also provides business management services for musicians and artists, and serves as treasurer for the SIMS Foundation, dedicating minimal time to each.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
July 2022 - Present · 3 yrs 7 mos
Transce3nd LLC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Kalos Management
July 2017 - August 2022 · 5 yrs 1 mo
Kalos Capital, INC.Broker
July 2017 - August 2022 · 5 yrs 1 mo
National Planning Corporation ("npc of America" in Fl & Ny)
April 2016 - July 2017 · 1 yr 3 mos
National Planning CorporationBroker
December 2015 - July 2017 · 1 yr 7 mos
State Registrations20 states
AZCACOFLILKYMAMOMSNCNJNYOKORSDTNTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.