Unclaimed Profile

Brian Guy Lancaster

CLAYTON PARTNERS LLC·BERKELEY, California

Series 7, Series 63CFA23 years registeredCLAYTON 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 · 23 years registered

Brand Profile

Not yet started

Career History

CLAYTON PARTNERS LLC

Jan 2011 – present

CASTLE PEAK ASSET MANAGEMENT

Jul 2003 – Apr 2008

OAKLAND, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · July 31, 2003

Years registered · 23

Professional designation · CFA

Disclosure History

1991Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CLAYTON PARTNERS LLC

CRD 127546 · SEC 801-85190

AUM

$152M

Regulatory assets under management

Employees

94 client accounts

Services offered by CLAYTON PARTNERS LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CLAYTON PARTNERS LLC →

Introduction

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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 holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

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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