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 an SEC-registered limited liability company that first registered in 2020. FINTRX classifies the firm as unclassified and identifies its ownership as a mix of a domestic entity and an individual. The data shows the adviser does not present itself as a multi-state adviser, a pension consultant, or a related adviser. Clearlist also does not report being an active ESG investor and is not listed as a capital allocator. FINTRX does not provide details on the firm's client types, advisory activities, or fee structure.
Assets & Accounts
Investments & Alternatives
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 2PATRICK MURPHY
CEOCRD 2439168
WHITNEY WHITE
Chief Information OfficerCRD 3093386
Contacts
3 of 6CHARLES GILLETTE
Director of ComplianceCRD 3174027
NEIL TAPIA
Vice PresidentCRD 7506986
Kassidy Chaikin
Vice PresidentCRD 7596402
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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