Unclaimed Profile

David Matthew Clayman

TWELVE POINTS WEALTH MANAGEMENT LLC·CONCORD, Massachusetts

Series 3, Series 7, Series 63, Series 6615 years registeredTWELVE POINTS WEALTH MANAGEMENT LLC

9 POND LANE, CONCORD, MA 01742CRD# 2892042Firm CRD# 171107

Profile Verification

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

Identity

David Matthew Clayman · CONCORD, MA

Registration

CRD #2892042 · TWELVE POINTS WEALTH MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

TWELVE POINTS WEALTH MANAGEMENT

Jul 2014 – present

MORGAN STANLEY

Nov 2010 – Jun 2014

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 66

Registration record

First registered · November 29, 2010

Years registered · 15

Disclosure History

2015Customer Dispute·Withdrawn

2009Customer Dispute·Denied

2009Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

TWELVE POINTS WEALTH MANAGEMENT LLC

CRD 171107 · SEC 801-108967

AUM

$1.2B

Regulatory assets under management

Employees

1,387 client accounts

Services offered by TWELVE POINTS WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TWELVE POINTS WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does David Matthew Clayman offer?

David Matthew Clayman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.

What are David Matthew Clayman's credentials?

David Matthew Clayman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Matthew Clayman located?

David Matthew Clayman is based in CONCORD, Massachusetts, working with TWELVE POINTS WEALTH MANAGEMENT LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.

How does David Matthew Clayman charge for services?

David Matthew Clayman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TWELVE POINTS WEALTH MANAGEMENT LLC?

TWELVE POINTS WEALTH MANAGEMENT LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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