Unclaimed Profile

Brian Guy Lancaster

CLAYTON PARTNERS LLC·BERKELEY, California

Clean recordCLAYTON PARTNERS LLC

3160 COLLEGE AVENUE, BERKELEY, CA 94705CRD# 2636780Firm CRD# 127546

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Guy Lancaster · BERKELEY, CA

Registration

CRD #2636780 · CLAYTON PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Guy Lancaster is a registered financial advisor based in BERKELEY, California, affiliated with CLAYTON PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CLAYTON PARTNERS LLC

AUM

$152M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLAYTON PARTNERS LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2636780

Firm CRD# 127546

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Guy Lancaster offer?

Brian Guy Lancaster specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BERKELEY, California for a consultation.

What are Brian Guy Lancaster's credentials?

Brian Guy Lancaster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Guy Lancaster located?

Brian Guy Lancaster is based in BERKELEY, California, working with CLAYTON PARTNERS LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.

How does Brian Guy Lancaster charge for services?

Brian Guy Lancaster's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLAYTON PARTNERS LLC?

CLAYTON PARTNERS LLC has approximately 3 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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