CC
Cameron C. Clay
AE WEALTH MANAGEMENT
Monroeville, PA 15146
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CRD#: 7125972
CC
Professional summary
Cameron Christian Clay is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Monroeville, Pennsylvania.
Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Cameron has worked at 3 firms and has passed the Series 65 exam.
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.
1) Alto Financial Group, LLC; Yes Investment Related; 4099 William Penn Hwy Monroeville, PA 15146; Life Insurance Sales; Insurance Agent; 08/2013; 40hrs/Mo; 24hrs/Mo during Securities Trading Hours; Help clients protect their assets and balance their portfolio using insurance products when they best fit the clients goals. 2) Cameron and Winter LLC; Not Investment Related; 75 Rushmore Dr Pittsburgh, PA 15235; Consulting and coaching; Co-Founder; 02/2021; 20hrs/Mo; 5hrs/Mo during Securities Trading Hours; Ministry offering marriage, relationship, and parental coaching services to young adults and couples. 3) Council of Financial Educators; Yes Investment Related; 4099 William Penn Highway, 4th Floor, Monroeville PA 15146; Financial Education Seminars; Facilitator; 6/3/2025; Approx. 8hrs/Mo; Approx. 0hrs/Mo during Securities Trading Hours; I facilitate some of the seminar classes focused on social security planning strategy and retirement income planning.
CRS (Client Relationship Summary) - RIA
Click below to view Cameron Christian Clay's 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®
NoneExperience
Current
May 14, 2025 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 4099 William Penn Hwy, Monroeville, PA 15146RIA
CRD#: 282580
Monroeville, PA
Past
September 16, 2022 - May 15, 2025
ENCOMPASS MORE ASSET MANAGEMENT LLC
RIA
CRD#: 322382
Pittsburg, PA
Past
May 29, 2019 - November 30, 2022
VERITY ASSET MANAGEMENT
RIA
CRD#: 158667
MONROEVILLE, PA
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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 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
Pennsylvania(5/14/2025)
IAR
Texas(8/27/2025)
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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