Clayton Keyes
Financial advisor at Newedge Advisors · New Orleans, LA
Last updated 2026-10-10
Claim your profileClayton Keyes is a financial advisor at Newedge Advisors in New Orleans, LA, CRD 7260888. Licenses and exams on the registration: Series 66. First registered 2021-11-10.
Registration
- CRD number
- 7260888
- Registration status
- Active
- First registered
- 2021-11-10
- Years of experience
- 12
- States registered
- TX
Licenses and exams
- Series 66
Designations
- Certified Financial Planner
Work history
- 2021-07 to 2022-11 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Dallas, TX
- 2017-08 to 2021-05 · University of Oklahoma · Norman, OK
- 2020-06 to 2020-08 · Bank of America Merrill Lynch · Dallas, TX
- 2021-07 to 2022-11 · Bank of America, N.A. · Dallas, TX
- 2022-11 to 2025-07 · Charles Schwab & Co., Inc. · Westlake, TX
- 2025-01 to 2025-07 · Charles Schwab Bank, Ssb · Westlake, TX
- 2025-07 to 2026-02 · Evergreen Wealth Advisors · Plano, TX
- 2021-05 to 2021-07 · Unemployed · Dallas, TX
- 2014-08 to 2017-05 · Southlake Carroll Highscool · Southlake, TX
- 2026-03 to Present · Newedge Securities LLC · Pittsburgh, PA
- 2026-03 to Present · Newedge Advisors · New Orleans, LA
Current employment
- Newedge Advisors · New Orleans, LA
Newedge Advisors
- Regulatory AUM
- $43,214,714,138
- Registered advisors
- 601
- Offices
- 366
- Clients per advisor
- 83.0 (Moderate)
- Average AUM per client
- $866.1K (Low)
- High-net-worth client ratio
- 26.3% (Moderate)
Newedge Advisors: advisors, services and reported ETF investments
Reported ETF positions
Newedge Advisors reports 1,360 ETF positions worth $16.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $886.6M |
| SPY — SPDR S&P 500 ETF TRUST | $749.8M |
| VOO — Vanguard S&P 500 ETF | $470.4M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $387.2M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $296.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Newedge Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $62.4M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $296.9M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $33.4M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $59.1M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Newedge Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
Location
858 Camp Street, New Orleans, LA 70130
598 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 504-459-4391
- Website: ulinwealth.com
Official record
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