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Royce Wesley Medlin

CLEAR ROCK ADVISORS, LLC·KERRVILLE, Texas
SIE, Series 7, Series 24, Series 31, Series 66Clean record22 years registeredCLEAR ROCK ADVISORS, LLC
200 EARL GARRETT STREET, KERRVILLE, TX 78028CRD# 4512862Firm CRD# 282716

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Royce Wesley Medlin · KERRVILLE, TX
Registration
CRD #4512862 · CLEAR ROCK ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

TRUE NORTH ADVISORS, LLC
Sep 2024 – present
CLEAR ROCK ADVISORS, LLC
Mar 2016 – Sep 2024
Dallas, TX
LAZARD ASSET MANAGEMENT LLC
Jan 2011 – Apr 2016
NEW YORK, NY
SMITH GROUP ASSET MANAGEMENT
Jan 2006 – Jan 2011
DALLAS, TX
BELMONT ASSET MANAGEMENT
May 2004 – Jan 2006
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 66
Registration record
First registered · May 3, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLEAR ROCK ADVISORS, LLC
CRD 282716 · SEC 801-107233
AUM
$430M
Regulatory assets under management
Employees
7
570 client accounts
Services offered by CLEAR ROCK ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLEAR ROCK ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Royce Wesley Medlin offer?
Royce Wesley Medlin specializes in Financial Planning, Investment Management. Contact their office in KERRVILLE, Texas for a consultation.
What are Royce Wesley Medlin's credentials?
Royce Wesley Medlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Royce Wesley Medlin located?
Royce Wesley Medlin is based in KERRVILLE, Texas, working with CLEAR ROCK ADVISORS, LLC. Their office serves clients in the KERRVILLE metropolitan area and surrounding communities.
How does Royce Wesley Medlin charge for services?
Royce Wesley Medlin'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 CLEAR ROCK ADVISORS, LLC?
CLEAR ROCK ADVISORS, LLC has approximately 7 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLEAR ROCK ADVISORS, LLC

Charles Ferrell Hall
KERRVILLE, TX
William Tennyson Sanders
KERRVILLE, TX

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Research
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