Invested Better
Unclaimed

Unclaimed

Unclaimed

Clayton Greene

Fifth Third Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Clayton? Claim Your Profile

About Clayton Greene

Clayton Greene is a registered representative with Fifth Third Securities, Inc. based in New York, NY. Clayton has been in the securities industry since 2006 and has a Series 7, Series 24, Series 57TO and Series 63 license. Clayton also holds registrations in all 50 states. Clayton specializes in providing financial planning, portfolio management, and selection of other advisers.

Firm Information

Clayton Greene is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

50 Rockefeller Plaza

NEW YORK, NY 10020

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Clayton Greene’s Registration & Firm History

NY

11/19/2020 - Present

Fifth Third Securities, Inc. (NEW YORK NY)

NY

04/10/2006 - 06/24/2016

WELLS FARGO SECURITIES, LLC (NEW YORK NY)

Not sure if Clayton Greene is right for you?

Licenses & Designations

BC

Issued 9/4/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/23/2020

Series 57TO - Securities Trader Exam

BC

Issued 4/7/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clayton Greene.
Not sure if Clayton Greene is right for you?