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Clayton Shawn Gibson

Liquid Strategies, LLC

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About Clayton Shawn Gibson

Clayton Gibson is a registered investment advisor representative with Liquid Strategies, LLC based in Atlanta, GA. Clayton has been in the industry since 1996, previously working with Scott & Stringfellow, Inc., Dean Witter Reynolds Inc. and BB&T FUNDS DISTRIBUTOR, INC.. Clayton holds Series 7, 31, 55, 63, 65, and 66 securities licenses and specializes in portfolio management for individuals and investment companies. Clayton is a licensed investment advisor in Georgia.

Firm Information

Clayton Gibson is currently registered with Liquid Strategies, LLC. Liquid Strategies, LLC is an investment advisor based in Atlanta, Georgia. They provide portfolio management services for individuals, investment companies, and other investment advisors. They have approximately $522,670,737 in regulatory assets under management. They also serve as sub-advisors for other investment advisors.
Liquid Strategies, LLC

3550 LENOX ROAD NE

ATLANTA, GA 30326

$522.67M

Assets Under Management

2

Total Clients

5

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub advisor for other investment advisora

Sub advisor for other investment advisora

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 Gibson’s Registration & Firm History

GA

01/14/2025 - Present

Liquid Strategies, LLC (ATLANTA GA)

MA

07/25/2006 - 09/15/2006

BB&T FUNDS DISTRIBUTOR, INC. (BOSTON MA)

VA

08/09/2000 - 05/10/2006

SCOTT & STRINGFELLOW, INC. (RICHMOND VA)

NY

05/01/1996 - 07/31/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 12/22/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/20/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2001

Series 4 - Registered Options Principal Examination

BC

Issued 08/11/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/13/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 04/30/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clayton Shawn Gibson.
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