W Clifford Aque

BRAND ASSET MANAGEMENT GROUP

Chesterfield, MO 63017

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CRD#: 2976943

Professional summary

W Clifford Aque, who also goes by Cliff Aque, W Clifford Aque, is a registered financial advisor currently at BRAND ASSET MANAGEMENT GROUP, INC. located in Chesterfield, Missouri.

W Clifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. W Clifford has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cliff Aque | W Clifford Aque

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 W Clifford Aque'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

April 20, 2022 - Present

BRAND ASSET MANAGEMENT GROUP, INC.

Office #1: 16090 Swingley Ridge Road Ste 620, Chesterfield, MO 63017

RIA

CRD#: 106162

Chesterfield, MO

Past

June 13, 2017 - March 10, 2020

CALAMOS WEALTH MANAGEMENT LLC

RIA

CRD#: 143490

NAPERVILLE, IL

Past

June 13, 2017 - March 10, 2020

CALAMOS FINANCIAL SERVICES LLC

CRD#: 19850

NAPERVILLE, IL

Past

October 10, 2006 - December 31, 2016

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

Past

July 31, 2006 - December 31, 2016

WILLIAM BLAIR

RIA

CRD#: 1252

CHICAGO, IL

Past

October 28, 1999 - April 9, 2001

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

Past

December 23, 1997 - October 5, 1999

GOLDMAN SACHS & CO. LLC

CRD#: 361

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".

BRAND ASSET MANAGEMENT GROUP, INC.

AMG BRAND RUSSELL INC | BRAND ASSET MANAGEMENT GROUP, INC.

CRD#: 106162 / SEC#: 801-41031

RIA

Registered Investment Advisory firm - (3/16/1992 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

Missouri
(4/20/2022)

IAR

Texas
(4/20/2022)

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: 1/5/2007

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/13/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/7/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/9/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/22/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BRAND ASSET MANAGEMENT GROUP, INC.

AMG BRAND RUSSELL INC | BRAND ASSET MANAGEMENT GROUP, INC.

CRD#: 106162 / SEC#: 801-41031

RIA

Registered Investment Advisory firm - (3/16/1992 Approved)

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Contact information

Main Address

16090 Swingley Ridge Road Ste 620, Chesterfield, MO 63017

Mailing Address

Phone number

(636) 532-7333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRAND ADV PART 2A 10-31-2025 (11/4/2025)

Regulatory assets under management

Total Number of Accounts	1,606
AUM (Assets Under Management)	$ 930,350,775

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
02/26/2025	Cover Page	Report
08/22/2023	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.

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Advisor Monitoring

Firm Stability Insights

W Clifford Aque

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view W Clifford Aque's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALAMOS WEALTH MANAGEMENT LLC

CALAMOS FINANCIAL SERVICES LLC

WILLIAM BLAIR

WILLIAM BLAIR

NUVEEN SECURITIES, LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

BRAND ASSET MANAGEMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/5/2007

Series 65

Date: 4/13/2000

Series 63

Date: 7/7/1998

SIE

Date: 10/1/2018

Series 7

Date: 10/9/2006

Series 6

Date: 12/22/1997

Current Firm

BRAND ASSET MANAGEMENT GROUP, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRAND ASSET MANAGEMENT GROUP, INC.

TRUST BUT VERIFY

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