ALVIN CLAY FINANCIAL ADVISORS, LLC
CRD #226655 SEC #801-132864 JENKINTOWN, PA 267-626-2382
SEC Registered
Total AUM
$154.6M
Discretionary
$154.6M
Employees
5
Clients
51
Accounts
301
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLAY, ALVIN, ABRAHAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| CLAY, ALVIN, ABRAHAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| CLAY, ALVIN, ABRAHAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| CLAY, ALVIN, ABRAHAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BALIN, KENNETH, P. | I | MEMBER | B | |
| BALIN, KENNETH, P. | I | MEMBER | B | |
| BALIN, KENNETH, P. | I | MEMBER | B | |
| BALIN, KENNETH, P. | I | MEMBER | B | |
| FISHMAN, MARK | I | MEMBER | B | |
| FISHMAN, MARK | I | MEMBER | B | |
| FISHMAN, MARK | I | MEMBER | B | |
| FISHMAN, MARK | I | MEMBER | B | |
| LEONE, PETER | I | MEMBER | B | |
| LEONE, PETER | I | MEMBER | B | |
| LEONE, PETER | I | MEMBER | B | |
| LEONE, PETER | I | MEMBER | B | |
| SUSQUEHANNOCK FUND I L.P. | DE | MEMBER | B | |
| SUSQUEHANNOCK FUND I L.P. | DE | MEMBER | B | |
| SUSQUEHANNOCK FUND I L.P. | DE | MEMBER | B | |
| SUSQUEHANNOCK FUND I L.P. | DE | MEMBER | B |
Registrations
Federal
IA
Oct 23, 2025 REGISTERED
Notice Filings (1)
PA
Address
309 YORK ROADSUITE 215
JENKINTOWN, PA 19046
United States
Phone: 267-626-2382