Clayton Koch is a registered investment advisor, based in Greenville, SC, with 8 years of industry experience.
Location
3 Legacy Park Road, Suite A, Greenville, SC, 29607
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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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Clayton works full-time at Wagner Wealth. He is also a partner in 413 Investments LLC, aiming to invest passively in a golf course or other investments, dedicating minimal time outside of business hours.
Employment History
Current Registrations
Wealth Management Advisors, LLC
June 2024 - Present · 1 yr 10 mos
Arkadios CapitalBroker
June 2024 - Present · 1 yr 10 mos
Previous Registrations
Morgan Stanley
November 2017 - June 2024 · 6 yrs 7 mos
Morgan StanleyBroker
October 2017 - June 2024 · 6 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
February 2017 - September 2017 · 7 mos
State Registrations4 states
FLMSNCSC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.