Clearlist Securities LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
309455
Registered since
February 4, 2021

Firm profile

FINTRX

Overview

Clearlist Securities LLC is organized as a limited liability company and registered with the SEC as an adviser in 2021. FINTRX classifies the firm as unclassified and records the owner type as a domestic entity with individual ownership. The profile shows the firm is not flagged as a capital allocator, not an active ESG investor, not a multi-state adviser and not a pension consultant. FINTRX contains very limited public-facing detail about the firm's business activities or client segments. The absence of published advisory activities, fee schedule, or client descriptions in the available data suggests a low disclosure footprint in FINTRX or limited reporting activity since registration.

Assets & Accounts

Investments & Alternatives

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
  • Whitney White

    Whitney White

    CEOCRD 3093386

  • Patrick Murphy

    Patrick Murphy

    CEOCRD 2439168

Contacts

3 of 8
  • Brian Doherty

    Brian Doherty

    Sales AssociateCRD 8207361

  • Charles Gillette

    Charles Gillette

    Managing DirectorCRD 3174027

  • Neil Tapia

    Neil Tapia

    Vice PresidentCRD 7506986

Unlock 5 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