CLEARINGBID MARKETS, INC.

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
RYE, New York
CRD number
269999
Registered since
May 16, 2016

Firm profile

FINTRX

Overview

Clearingbid Markets, Inc. is a corporation that registered with the SEC in 2016. Public records mark the firm as "unclassified" and list ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, does not report being an active ESG investor, and is not registered as a multi-state adviser. Filings and the FINTRX snapshot do not disclose the firm's advisory activities, fee model, client focus or specific business lines. The available disclosures are minimal; there are no provided descriptions of investment preferences, manager allocation interests, or ongoing advisory operations. That absence of operational detail suggests either a very limited advisory footprint or that the entity does not currently operate in the ways typically reported by active registered investment advisers.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • CARA Pellicano

    Chief Operating OfficerCRD 4228678

  • MATTHEW VENTURI

    Founder & CEOCRD 872909

Contacts

3 of 6
  • Christopher Whitcomb

    Registered RepresentativeCRD 1950881

  • Alecsandor Pelle

    AnalystCRD 8163130

  • Tor Soderquist

    Head of TechnologyCRD 6660103

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RYE, NY

WESTCHESTER

Location

RYE, NY

Headquartered in RYE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
411 Theodore Fremd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth