Sarah Clayton has been an investment adviser representative at Market Street Wealth Management since October 2019, and is not listed among the firm’s executive officers or direct owners.
Market Street Wealth Management, LLC is a West Chester, PA firm with $837M under management, 1,052 clients and 10 advisers across 7 offices, as of its March 2026 filing.
Sarah Clayton’s longest registration is the current one, 6 years at Market Street Wealth Management since 2019. Before joining Market Street Wealth Management in 2019, Sarah Clayton was registered through USA Financial Securities Corporation.
- – present · 6 yearsWest Chester, PA · Adviser representative · Firm CRD 155157
- USA Financial Securities Corporation– · under a yearAda, MI · Adviser representative · Firm CRD 103857
Investment adviser representative registrations
Sarah Clayton is registered as an investment adviser representative in Pennsylvania, since October 2019.
- PennsylvaniaSince 28 October 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 February 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 11 September 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Sarah Louise Clayton
- CRD
- 6445263
- Firm
- Market Street Wealth Management · CRD 155157
- Office
- 999 WEST CHESTER PIKE, SUITE 202, West Chester, PA 19382
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Sarah Clayton work?
Sarah Clayton is an investment adviser representative registered through Market Street Wealth Management, LLC since October 2019, and is not listed among the firm’s executive officers or direct owners.
Is Sarah Clayton a financial advisor?
Yes. Sarah Clayton has a current investment-adviser registration in Pennsylvania, through Market Street Wealth Management since October 2019.
How many years of experience does Sarah Clayton have?
Sarah Clayton has 8 years in the financial industry, since September 2018, across 2 adviser firms.
What exams has Sarah Clayton passed?
Sarah Clayton has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2018. FINRA credited Sarah Clayton with the SIE, which began in October 2018.
Where did Sarah Clayton work before Market Street Wealth Management?
Before Market Street Wealth Management, Sarah Clayton was registered through USA Financial Securities Corporation, February 2019 to February 2019.
Where is Sarah Clayton based?
Sarah Clayton’s registered office is in West Chester, PA.
Is Sarah Clayton registered with FINRA?
Yes. Sarah Clayton has a current broker registration, under CRD 6445263.
Source: FINRA BrokerCheck
How can I verify Sarah Clayton’s record?
Search CRD 6445263 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sarah Clayton’s full registration record.
