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 an LLC and registered with the SEC in 2021. Public filings classify the firm as unclassified and identify ownership as a mix of a domestic entity and an individual. The firm is not listed as a capital allocator, is not designated an active ESG investor, and is not identified as a multi-state adviser or a pension consultant. Filings do not disclose the firm's client mix, fee schedule, or the day‑to‑day advisory activities it conducts.
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 2WHITNEY WHITE
Chief Information OfficerCRD 3093386
PATRICK MURPHY
CEOCRD 2439168
Contacts
3 of 8Brian Doherty
Sales AssociateCRD 8207361
CHARLES GILLETTE
Director of ComplianceCRD 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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