Unclaimed Profile

Clay S. Sandberg

PROTEUS, LLC·INDIANAPOLIS, Indiana

Clean recordPROTEUS, LLC

9100 KEYSTONE CROSSING, INDIANAPOLIS, IN 46240CRD# 5602194Firm CRD# 164085

Profile Verification

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

Identity

Clay S. Sandberg · INDIANAPOLIS, IN

Registration

CRD #5602194 · PROTEUS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Clay S. Sandberg is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with PROTEUS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PROTEUS, LLC

AUM

$215M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PROTEUS, LLC →

Services

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5602194

Firm CRD# 164085

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Frequently Asked Questions

What services does Clay S. Sandberg offer?

Clay S. Sandberg specializes in Retirement Planning, Fee-Only Advisory. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Clay S. Sandberg's credentials?

Clay S. Sandberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clay S. Sandberg located?

Clay S. Sandberg is based in INDIANAPOLIS, Indiana, working with PROTEUS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Clay S. Sandberg charge for services?

Clay S. Sandberg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROTEUS, LLC?

PROTEUS, LLC has approximately 14 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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