Clearlist Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 309455
- Registered since
- February 4, 2021
- Website
- www.clearlist.com
Firm profile
FINTRXOverview
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
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
Whitney White
CEOCRD 3093386

Patrick Murphy
CEOCRD 2439168
Contacts
3 of 8
Brian Doherty
Sales AssociateCRD 8207361

Charles Gillette
Managing DirectorCRD 3174027

Neil Tapia
Vice PresidentCRD 7506986
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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