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AG

Abbie A. Gidionsen

Some features on this profile are disabled
CRD#: 1862135
AG

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Abbie Anne Gidionsen was a registered financial professional .

Abbie is a previously registered financial professional and started their career in finance in 1992. Abbie had worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 26, 2018 - July 3, 2025

CLAYTON FINANCIAL GROUP, LLC

RIA
CRD#: 226729
ST. LOUIS, MO
Past

June 1, 2009 - September 18, 2017

MORGAN STANLEY

RIA
CRD#: 149777
CLAYTON, MO
Past

June 1, 2009 - September 18, 2017

MORGAN STANLEY

BD
CRD#: 149777
CLAYTON, MO
Past

January 16, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
ST. LOUIS, MO
Past

January 16, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
ST. LOUIS, MO
Past

June 27, 2007 - January 27, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ST. LOUIS, MO
Past

January 25, 2007 - January 27, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ST. LOUIS, MO
Past

December 1, 2004 - August 1, 2006

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

October 22, 1992 - March 23, 2004

BRIDGE TRADING COMPANY

BD
CRD#: 6822
ST. LOUIS, MO

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".
CF
CLAYTON FINANCIAL GROUP, LLC
CLAYTON FINANCIAL GROUP, LLC

CRD#: 226729 / SEC#: 801-97344

RIA
Registered Investment Advisory firm - (6/2/2015 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/7/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/17/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/18/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/21/1992
General Securities Representative Examination

Current Firm

CF
CLAYTON FINANCIAL GROUP, LLC
CLAYTON FINANCIAL GROUP, LLC

CRD#: 226729 / SEC#: 801-97344

RIA
Registered Investment Advisory firm - (6/2/2015 Approved)
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Contact information

Main Address
165 North Meramec Suite 130, St. Louis, MO 63105
Mailing Address
165 North Meramec, Suite 130, St. Louis, MO 63105
Phone number
(314) 446-3250
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A (8/13/2025)

Regulatory assets under management

Total Number of Accounts3,544
AUM (Assets Under Management)$ 1,736,034,368

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/23/2024
Cover Page
Report
10/27/2023
Cover Page
Report

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.

Company Information

CLAYTON FINANCIAL GROUP, LLC

CRD#: 226729

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Contact information

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