Clifford A. Rutledge

WEALTHTRUST ASSET MANAGEMENT

MOBILE, AL

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CRD#: 1643038

Professional summary

Clifford Anderson Rutledge, who also goes by Bo Rutledge, is a registered financial advisor currently at WEALTHTRUST ASSET MANAGEMENT, LLC located in Mobile, Alabama.

Clifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Clifford has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bo Rutledge

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RENTAL PROPERTY, INV RELATED, SANTA ROSA BEACH, FL. START: 2/1/16, 0 HOURS/MONTH, 0 DURING TRADING, LANDLORD. AS OF 6/2018-REGISTERED INVESTMENT ADVISOR TAMP ADVISORY SERVICES DOES BUSINESS AS DUNCAN MCHUGH INVESTMENTS TO MARKET THE SERVICES HE PROVIDES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clifford Anderson Rutledge's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 25, 2016 - Present

WEALTHTRUST ASSET MANAGEMENT, LLC

RIA

CRD#: 174901

MOBILE, AL

Past

December 10, 2012 - December 1, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MIRAMAR BEACH, FL

Past

December 7, 2012 - December 1, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MIRAMAR BEACH, FL

Past

February 27, 2009 - December 10, 2012

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

PENSACOLA, FL

Past

February 27, 2009 - December 10, 2012

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

PENSACOLA, FL

Past

January 22, 2007 - March 17, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

DESTIN, FL

Past

November 20, 2006 - March 17, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

DESTIN, FL

Past

September 1, 1999 - November 21, 2006

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

DESTIN, FL

Past

April 7, 1993 - September 16, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

April 7, 1993 - September 16, 1999

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

March 12, 1991 - March 17, 1993

THE BIEDENHARN INVESTMENT GROUP, INC.

CRD#: 21332

Past

July 14, 1989 - September 18, 1990

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

June 16, 1988 - July 31, 1989

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

May 25, 1988 - July 31, 1989

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

February 23, 1988 - June 20, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTHTRUST ASSET MANAGEMENT, LLC

CRD#: 174901 / SEC#: 801-80938

RIA

Registered Investment Advisory firm - (2/3/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(4/27/2021)

IAR

Texas
(11/25/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/30/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/24/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/20/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 10/5/2009

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 10/9/2007

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 26

Date: 5/30/1996

Investment Company Products/Variable Contracts Principal Examination

Current Firm

WEALTHTRUST ASSET MANAGEMENT, LLC

CRD#: 174901 / SEC#: 801-80938

RIA

Registered Investment Advisory firm - (2/3/2015 Approved)

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Contact information

Main Address

4458 Legendary Dr. Suite 140, Destin, FL 32541

Mailing Address

Phone number

(850) 460-8444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/28/2025)

WRAP FEE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	565
AUM (Assets Under Management)	$ 182,970,058

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Clifford A. Rutledge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clifford Anderson Rutledge's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN KEEGAN & COMPANY, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

THE BIEDENHARN INVESTMENT GROUP, INC.

MORGAN STANLEY DW INC.

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

WEALTHTRUST ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2008

Series 63

Date: 4/24/1987

SIE

Date: 12/1/2016

Series 7

Date: 2/20/1988

Series 9

Date: 10/5/2009

Series 10

Date: 10/9/2007

Series 26

Date: 5/30/1996

Current Firm

WEALTHTRUST ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHTRUST ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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