Gregory T. Clinton

KRAEMATON INVESTMENT ADVISORS

WELLESLEY, MA 02481

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CRD#: 2616485

Professional summary

Gregory Todd Clinton, CFA is a registered financial advisor currently at KRAEMATON INVESTMENT ADVISORS, INC. located in Wellesley, Massachusetts.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Gregory has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 51 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

GREGORY CLINTON IS DUALLY-REGISTERED WITH POLARIS ADVISORS, LLC AND KRAEMATON INVESTMENT ADVISORS FOR TRANSITION PURPOSES ONLY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Todd Clinton'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®

CFA

Chartered Financial Analyst

Experience

Current

October 27, 2004 - Present

KRAEMATON INVESTMENT ADVISORS, INC.

Office #1: 20 Walnut Street, Wellesley, MA 02481

RIA

CRD#: 126869

WELLESLEY, MA

Past

September 7, 2018 - January 31, 2020

POLARIS ADVISORS, LLC

RIA

CRD#: 127217

Braintree, MA

Past

July 26, 2004 - August 29, 2018

DONEGAL SECURITIES, INC.

CRD#: 128447

WELLESLEY, MA

Past

April 10, 2002 - September 8, 2004

EPSILON MANAGEMENT SERVICES, INC.

CRD#: 30416

WELLESLEY, MA

Past

July 21, 1999 - February 12, 2002

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

August 30, 1995 - December 31, 1997

FIDELITY DISTRIBUTORS CORPORATION

CRD#: 6848

SMITHFIELD, RI

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".

KRAEMATON INVESTMENT ADVISORS, INC.

KRAEMATON INVESTMENT ADVISORS, INC | KRAEMATON INVESTMENT ADVISORS, INC.

CRD#: 126869 / SEC#: 801-65115

RIA

Registered Investment Advisory firm - (1/6/2006 Approved)

Massachusetts

Registered Investment Advisory firm - (2/16/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(10/27/2004)

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

Series 63

Date: 6/23/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/29/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/17/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/29/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 5/22/2003

Municipal Fund Securities Principal Examination

Current Firm

KRAEMATON INVESTMENT ADVISORS, INC.

KRAEMATON INVESTMENT ADVISORS, INC | KRAEMATON INVESTMENT ADVISORS, INC.

CRD#: 126869 / SEC#: 801-65115

RIA

Registered Investment Advisory firm - (1/6/2006 Approved)

Massachusetts

Registered Investment Advisory firm - (2/16/2006 Terminated)

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Contact information

Main Address

25 Braintree Hill Office Park Suite 200, Braintree, MA 02184

Mailing Address

Phone number

(781) 431-9425

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KRAEMATON FORM ADV PART 2A, FORM ADV PART 2B, AND PRIVACY POLICY (2/26/2025)

Regulatory assets under management

Total Number of Accounts	498
AUM (Assets Under Management)	$ 183,257,221

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

Gregory T. Clinton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Todd Clinton's CRS (Customer Relationship Summary).

Certified licenses

Experience

POLARIS ADVISORS, LLC

DONEGAL SECURITIES, INC.

EPSILON MANAGEMENT SERVICES, INC.

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS CORPORATION

Primary Firm SEC Registration

KRAEMATON INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/23/1995

SIE

Date: 8/29/2018

Series 7

Date: 2/17/1999

Series 6

Date: 8/29/1995

Series 51

Date: 5/22/2003

Current Firm

KRAEMATON INVESTMENT ADVISORS, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KRAEMATON INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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