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Deborah Marie Claydon

Deborah M. Claydon

CARPENTER, CLAYDON ADVISORS
ORLANDO, FL 32803
Some features on this profile are disabled
CRD#: 2030444
Deborah Marie Claydon

Professional summary


Deborah Marie Claydon, AIF®, CFP®, who also goes by Deborah Marie Watson, Deborah Marie Watsonclaydon, is a registered financial advisor currently at CARPENTER, CLAYDON ADVISORS, INC. located in Orlando, Florida.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Deborah has worked at 7 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Deborah Marie Watson | Deborah Marie Watsonclaydon

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) - RIA


Click below to view Deborah Marie Claydon'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®
AIF®
CFP®

Start date: 1998

Experience


Current

April 16, 2007 - Present

CARPENTER, CLAYDON ADVISORS, INC.

Office #1: 834 N. Highland Avenue, Orlando, FL 32803
RIA
CRD#: 143516
ORLANDO, FL
Past

March 28, 2005 - July 2, 2007

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
ORLANDO, FL
Past

July 23, 1999 - March 28, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA
CRD#: 39543
ORLANDO, FL
Past

July 23, 1999 - July 2, 2007

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
ORLANDO, FL
Past

April 6, 1998 - July 23, 1999

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

April 1, 1998 - April 6, 1998

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

May 12, 1993 - April 1, 1998

BARNETT INVESTMENTS, INC.

BD
CRD#: 14897
JACKSONVILLE, FL
Past

February 16, 1990 - May 12, 1993

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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".
CC
CARPENTER, CLAYDON ADVISORS, INC.
CARPENTER, CLAYDON ADVISORS, INC.

CRD#: 143516 / SEC#: 801-67751

RIA
Registered Investment Advisory firm - (4/13/2007 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
Florida
(4/16/2007)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/28/1998
General Securities Principal Examination

Current Firm


CC
CARPENTER, CLAYDON ADVISORS, INC.
CARPENTER, CLAYDON ADVISORS, INC.

CRD#: 143516 / SEC#: 801-67751

RIA
Registered Investment Advisory firm - (4/13/2007 Approved)
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Contact information


Main Address
557 N. Wymore Road Suite 201, Maitland, FL 32751
Mailing Address
Phone number
(407) 843-0316
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CARPENTER, CLAYDON ADVISORS, INC. ADV BROCHURE (2/25/2025)

Regulatory assets under management


Total Number of Accounts420
AUM (Assets Under Management)$ 266,629,139

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


CARPENTER, CLAYDON ADVISORS, INC.

CRD#: 143516Orlando, FL 32803

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