Clayton S. Gibson

LIQUID STRATEGIES

Atlanta, GA 30326

Some features on this profile are disabled

CRD#: 2629166

Professional summary

Clayton Shawn Gibson, who also goes by Shawn Gibson, is a registered financial advisor currently at LIQUID STRATEGIES, LLC located in Atlanta, Georgia.

Clayton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Clayton has worked at 8 firms and has passed the Series 66, Series 63, Series 65, Series 55, Series 31, Series 7 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shawn Gibson

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 Shawn Gibson'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

March 2, 2017 - Present

LIQUID STRATEGIES, LLC

Office #1: 3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326

RIA

CRD#: 170107

Atlanta, GA

Past

October 28, 2014 - December 31, 2016

LIQUID STRATEGIES, LLC

RIA

CRD#: 170107

ATLANTA, GA

Past

December 6, 2011 - October 14, 2013

PERSIMMON CAPITAL MANAGEMENT LP

RIA

CRD#: 108107

BLUE BELL, PA

Past

September 30, 2009 - November 4, 2011

GIBSON VOLATILITY MANAGEMENT, LLC

RIA

CRD#: 151712

RICHMOND, VA

Past

August 11, 2008 - September 29, 2009

PARK RIDGE ASSET MANAGEMENT

RIA

CRD#: 147827

GLEN ALLEN, VA

Past

August 17, 2006 - July 9, 2008

BB&T ASSET MANAGEMENT, INC.

RIA

CRD#: 108443

RICHMOND, VA

Past

July 25, 2006 - September 15, 2006

BFD DISTRIBUTOR, INC.

CRD#: 136212

BOSTON, MA

Past

January 3, 2004 - May 10, 2006

SCOTT & STRINGFELLOW, LLC

RIA

CRD#: 6255

RICHMOND, VA

Past

August 9, 2000 - May 10, 2006

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

RICHMOND, VA

Past

May 1, 1996 - July 31, 1997

MORGAN STANLEY DW INC.

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".

LIQUID STRATEGIES, LLC

CRD#: 170107 / SEC#: 801-79222

RIA

Registered Investment Advisory firm - (2/24/2014 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

Georgia
(3/2/2017)

IAR

Texas
(1/14/2025)

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 66

Date: 12/22/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/7/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/20/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 55

Date: 8/11/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 31

Date: 5/13/1996

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/30/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 2/26/2001

Registered Options Principal Examination

Current Firm

LIQUID STRATEGIES, LLC

CRD#: 170107 / SEC#: 801-79222

RIA

Registered Investment Advisory firm - (2/24/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326

Mailing Address

Phone number

(800) 970-2725

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIQUID STRATEGIES, LLC FORM ADV 2A BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 950,437,136

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Clayton S. Gibson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clayton Shawn Gibson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIQUID STRATEGIES, LLC

PERSIMMON CAPITAL MANAGEMENT LP

GIBSON VOLATILITY MANAGEMENT, LLC

PARK RIDGE ASSET MANAGEMENT

BB&T ASSET MANAGEMENT, INC.

BFD DISTRIBUTOR, INC.

SCOTT & STRINGFELLOW, LLC

SCOTT & STRINGFELLOW, LLC

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

LIQUID STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2003

Series 63

Date: 8/7/2000

Series 65

Date: 5/20/1996

Series 55

Date: 8/11/2000

Series 31

Date: 5/13/1996

Series 7

Date: 4/30/1996

Series 4

Date: 2/26/2001

Current Firm

LIQUID STRATEGIES, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIQUID STRATEGIES, LLC

TRUST BUT VERIFY

Similar Advisors