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ALVIN CLAY FINANCIAL ADVISORS, LLC

JENKINTOWN, PA · CRD 226655 · IAPD ↗ · alvinclay.com · 267-626-2382

$186.6MRegulatory AUM
5Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — ALVIN CLAY FINANCIAL ADVISORS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2025 — ALVIN CLAY FINANCIAL ADVISORS, LLC (JENKINTOWN, PA) is newly SEC-registered with $154.6M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.