Gregory Clinton
Kraematon Investment Advisors · Wellesley, Massachusetts
Gregory Clinton is a fee-only financial advisor at Kraematon Investment Advisors in Wellesley, Massachusetts, who holds the CFA credential. Kraematon Investment Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Kraematon Investment Advisors |
|---|---|
| Based in | Wellesley, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $201.5M across 476 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 2616485 |
| Exams passed | Series 63 (1995) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kraematon.com |
How Gregory's firm compares
- Kraematon Investment Advisors's average account is about $423,000, from its Form ADV (assets managed divided by 476 accounts).
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Questions about Gregory
Is Gregory Clinton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Kraematon Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Kraematon Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Gregory Clinton based?
Gregory Clinton is based in Wellesley, Massachusetts.
What credentials does Gregory Clinton hold?
Gregory Clinton holds the CFA credential.
Is Gregory Clinton registered with the SEC?
Yes. Gregory Clinton is registered as an investment adviser representative in MA (CRD 2616485), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kraematon Investment Advisors manage?
Kraematon Investment Advisors reports $201.5M across 476 accounts in assets under management.
How do I contact Gregory Clinton?
Through Gregory's website, www.kraematon.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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