Clayton W. Wilkin

CS MCKEE

Atlanta, GA

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CRD#: 6228948

Professional summary

Clayton Walker Wilkin, who also goes by Clayton Wilkin, is a registered financial advisor currently at CS MCKEE located in Atlanta, Georgia.

Clayton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Clayton has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clayton Wilkin

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 Walker Wilkin'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

October 13, 2023 - Present

CS MCKEE

RIA

CRD#: 306128

Atlanta, GA

Past

November 5, 2013 - June 11, 2021

STADION MONEY MANAGEMENT, LLC

RIA

CRD#: 112608

WATKINSVILLE, GA

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".

CS MCKEE

CS MCKEE | CSM ADVISORS, LLC

CRD#: 306128 / SEC#: 801-117641

RIA

Registered Investment Advisory firm - (11/15/2019 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

Georgia
(11/8/2023)

IAR

Pennsylvania
(10/13/2023)

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: 8/21/2013

Uniform Investment Adviser Law Examination

Current Firm

CS MCKEE

CS MCKEE | CSM ADVISORS, LLC

CRD#: 306128 / SEC#: 801-117641

RIA

Registered Investment Advisory firm - (11/15/2019 Approved)

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Contact information

Main Address

2000 Ericsson Drive Suite 100, Warrendale, PA 15086

Mailing Address

Phone number

(412) 566-1234

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CSM ADVISORS FORM ADV PART 2A (10/30/2025)

Regulatory assets under management

Total Number of Accounts	529
AUM (Assets Under Management)	$ 10,924,585,504

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

Clayton W. Wilkin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clayton Walker Wilkin's CRS (Customer Relationship Summary).

Certified licenses

Experience

CS MCKEE

STADION MONEY MANAGEMENT, LLC

Primary Firm SEC Registration

CS MCKEE

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/2013

Current Firm

CS MCKEE

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CS MCKEE

TRUST BUT VERIFY

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