AdvisorOS Directory
Claim Profile
Unclaimed Profile
GC

Gregory Clifford

THE CLIFFORD GROUP LLC·WAYLAND, Massachusetts
SIE, Series 7, Series 66Clean record13 years registeredTHE CLIFFORD GROUP LLC
321 COMMONWEALTH ROAD, WAYLAND, MA 01778CRD# 5779731Firm CRD# 318897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Clifford · WAYLAND, MA
Registration
CRD #5779731 · THE CLIFFORD GROUP LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

THE CLIFFORD GROUP LLC
Mar 2022 – present
NEWEDGE ADVISORS
Oct 2020 – Jul 2022
Newton, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Feb 2013 – Oct 2020
NEWTON, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 5, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE CLIFFORD GROUP LLC
CRD 318897 · SEC 801-123547
AUM
$166M
Regulatory assets under management
Employees
4
688 client accounts
Services offered by THE CLIFFORD GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE CLIFFORD GROUP LLC →
Introduction

Speak with Gregory

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gregory is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WAYLAND?

Browse all registered financial advisors in WAYLAND, Massachusetts or claim this profile if it's yours.

Browse WAYLAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gregory Clifford offer?
Gregory Clifford specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WAYLAND, Massachusetts for a consultation.
What are Gregory Clifford's credentials?
Gregory Clifford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Clifford located?
Gregory Clifford is based in WAYLAND, Massachusetts, working with THE CLIFFORD GROUP LLC. Their office serves clients in the WAYLAND metropolitan area and surrounding communities.
How does Gregory Clifford charge for services?
Gregory Clifford'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 THE CLIFFORD GROUP LLC?
THE CLIFFORD GROUP LLC has approximately 4 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at THE CLIFFORD GROUP LLC

Sarah E Ludden
WAYLAND, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile