Clearlist LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 308066
- Registered since
- December 23, 2020
- Website
- www.clearlist.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Patrick Murphy
CEOCRD 2439168

Whitney White
CEOCRD 3093386
Contacts
3 of 6
Janice Parise
FinOpCRD 2338583

Charles Gillette
Managing DirectorCRD 3174027

Alexander Krzak
Principal Operations OfficerCRD 6349160
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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