Clearlist LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
308066
Registered since
December 23, 2020

Firm profile

FINTRX

Overview

Clearlist LLC is organized as a limited liability company with ownership tied to a domestic entity and an individual. Publicly available records for the firm are sparse: it is classified as unclassified in the dataset and the firm does not identify itself as an active ESG investor or a capital allocator. The dataset provides no description of Clearlist’s advisory activities, client segments, fee model, or investment approach, which limits clarity on how the firm positions itself in the wealth-management or advisory marketplace.

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
  • Patrick Murphy

    Patrick Murphy

    CEOCRD 2439168

  • Whitney White

    Whitney White

    CEOCRD 3093386

Contacts

3 of 6
  • Janice Parise

    Janice Parise

    FinOpCRD 2338583

  • Charles Gillette

    Charles Gillette

    Managing DirectorCRD 3174027

  • Alexander Krzak

    Alexander Krzak

    Principal Operations OfficerCRD 6349160

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
625 6th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth