Clayton L. Liscom

VERACITY CAPITAL LLC

Palm Beach Gardens, FL 33418

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CRD#: 2535827

Professional summary

Clayton Lee Liscom, who also goes by Clayton L Liscom, is a registered financial advisor currently at VERACITY CAPITAL LLC located in Palm Beach Gardens, Florida.

Clayton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Clayton has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 16, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clayton L Liscom

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 Clayton Lee Liscom'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

September 24, 2019 - Present

VERACITY CAPITAL LLC

Office #1: 4822 Northlake Blvd. Suite B, Palm Beach Gardens, FL 33418

RIA

CRD#: 304272

Palm Beach Gardens, FL

Past

November 19, 2018 - December 10, 2019

F3LOGIC, LLC

RIA

CRD#: 289863

PALM BEACH GARDENS, FL

Past

December 21, 2011 - November 14, 2018

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

WEST PALM BEACH, FL

Past

December 5, 2007 - November 14, 2018

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

WEST PALM BEACH, FL

Past

September 22, 2003 - December 10, 2007

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

May 17, 1999 - June 24, 2004

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

COHOES, NY

Past

October 27, 1997 - October 26, 1998

ADVEST, INC.

CRD#: 10

HARTFORD, CT

Past

September 22, 1997 - October 31, 1997

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

October 7, 1994 - May 22, 1997

GLEACHER & COMPANY SECURITIES, INC.

CRD#: 298

NEW YORK, 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".

VERACITY CAPITAL LLC

CRD#: 304272 / SEC#: 801-116934

RIA

Registered Investment Advisory firm - (7/11/2019 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
(9/24/2019)

IAR

Texas
(12/17/2021)

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: 10/4/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/4/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 16

Date: 1/19/1995

NYSE Supervisory Analyst Examination

General Industry/Product Exam

Series 7

Date: 9/15/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 12/2/1997

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

VERACITY CAPITAL LLC

CRD#: 304272 / SEC#: 801-116934

RIA

Registered Investment Advisory firm - (7/11/2019 Approved)

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Contact information

Main Address

2859 Paces Ferry Road Suite 635, Atlanta, GA 30339

Mailing Address

Phone number

(844) 508-7884

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-VERACITY CAPITAL LLC (3/7/2025)

Regulatory assets under management

Total Number of Accounts	1,744
AUM (Assets Under Management)	$ 695,437,335

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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Advisor Monitoring

Firm Stability Insights

Clayton L. Liscom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clayton Lee Liscom's CRS (Customer Relationship Summary).

Certified licenses

Experience

F3LOGIC, LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

GOLDMAN SACHS & CO. LLC

MERCER ALLIED COMPANY, L.P.

ADVEST, INC.

MORGAN KEEGAN & COMPANY, LLC

GLEACHER & COMPANY SECURITIES, INC.

Primary Firm SEC Registration

VERACITY CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/4/1994

Series 63

Date: 10/4/1994

SIE

Date: 10/1/2018

Series 16

Date: 1/19/1995

Series 7

Date: 9/15/1994

Series 8

Date: 12/2/1997

Current Firm

VERACITY CAPITAL LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERACITY CAPITAL LLC

TRUST BUT VERIFY

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