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Clayton Jeffery Thomas

PNC Investments

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About Clayton Jeffery Thomas

Clayton Jeffery Thomas is a registered investment advisor representative with PNC Investments. Clayton has been in the securities industry since 1981. Clayton holds the Series 7, Series 63, and Series 65 licenses and is registered in 29 states. Clayton has been with PNC Investments since 2021. Prior to that, Clayton was with BBVA Securities Inc. for 8 years and BBVA Compass Investment Solutions, Inc. for 10 years. Clayton specializes in providing financial planning services, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Clayton Thomas is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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percentage of assets

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

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Clayton Thomas’s Registration & Firm History

CO

08/19/2021 - Present

PNC Investments (DENVER CO)

CO

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (LITTLETON CO)

CO

05/19/2003 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (DENVER CO)

NJ

04/15/1999 - 04/29/2003

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

MN

10/18/1988 - 03/26/1999

JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)

NA

09/02/1983 - 09/28/1988

B. J. LEONARD AND COMPANY, INC.

NA

02/23/1981 - 10/17/1983

BLINDER, ROBINSON & CO.,INC.

NA

04/03/1981 - 10/06/1983

FIRST COLORADO INVESTMENTS & SECURITIES, INC.

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Licenses & Designations

IA

Issued 11/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Clayton Jeffery Thomas. Review regulatory record here.
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