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Clayton A. Cohn

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CRD#: 5813589
CC

Professional summary


Clayton Andrew Cohn was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Clayton is a previously registered financial advisor and started their career in finance in 2011. Prior to being barred, Clayton had worked at 2 firms, which includes MARKETACTION ADVISORS LLC, MARKETACTION INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 21, 2011 - December 31, 2013

MARKETACTION ADVISORS, LLC

RIA
CRD#: 159047
CHICAGO, IL
Past

May 27, 2011 - December 31, 2013

MARKETACTION, INC.

RIA
CRD#: 155331
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/26/2011
Uniform Investment Adviser Law Examination

Current Firm


MA
MARKETACTION ADVISORS, LLC
MARKETACTION ADVISORS, LLC

CRD#: 159047 / SEC#:

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Contact information


Main Address
858 W. Armitage Avenue Suite 133, Chicago, IL 60614
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


MARKETACTION ADVISORS, LLC

CRD#: 159047

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