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Paul Edward Clay

COPPER CANYON
ORLANDO, FL
·CRD# 7145606·7 years experience

Professional Summary

Paul Edward Clay is a registered financial advisor currently at COPPER CANYON LLC located in Orlando, Florida. Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Paul has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

7 years in the financial services industry

Current & Past Employments

COPPER CANYON LLC·CRD# 286061
RIA
Orlando, FL
October 9, 2019 - Present

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Current Firm

CC
COPPER CANYON LLC

COPPER CANYON LLC

CRD#: 286061
Florida
Registered Investment Advisory firm - Florida (2/24/2017 Approved)

Contact Information

Main Address

Orlando, FL

Phone Number

(407) 864-2702

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

35

AUM (Assets Under Management)

$6,074,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

As of 01/03/2022, Mr. Clay, has outside business activities. Mr. Clay receives compensation for his role as a General Manager at Priority Express Parcel in Orlando, Florida. Mr. Clay dedicates approximately 35 hours a week to this role and all of this time is during market hours. Mr. Clay receives an annual salary from Priority Express Parcel. As of January 1st, 2022, Paul Clay owns 20% of DENRIC Inc. DENRIC Inc. is also known to do business as Priority Express Parcel. Mr. Clay is entitled to 20% of profits from the company. Mr. Clay dedicates approximately 5 hours a week to this role and all of this time is during market hours. This is not a publicly traded company and Mr. Clay's shares are non-voting shares. Mr. Clay derives 95% of his income from Denric Inc and Priority Express Parcel. Paul Clay offers tax preparation services as an independent contractor through "Dylan Quintilone, EA/Quintilone Tax LLC". This business is not investment related. The address of the business is 4700 Millenia Blvd Suite 500 Orlando, FL 32839. This business provides tax preparation services for individuals and businesses. Mr. Clay dedicates approximately 0 to 1 hours per week to this business, Monday to Friday. The business primarily operates from January to April, as this period aligns with tax filing season. The hours worked in this business are generally not during market trading hours. Paul Clay may answer inquiries relating to tax preparation services during market trading hours. Mr. Clay acquires clients and prepares individual tax returns to be filed with the IRS. Mr. Clay receives compensation for these services. Mr. Clay receives compensation based on the complexity of the tax return to be filed. The business website is www.quintilonetax.com/. More information can be found at this web address. Mr. Clay's compensation from Tax Preparation in 2025 was immaterial. During 2025, tax preparation income was 0% of his total annual income.

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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.
IAR
Florida
(10/9/2019)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2019About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Paul Edward Clay's CRS (Customer Relationship Summary).

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