Clearpool Execution Services, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 168490
- Registered since
- April 8, 2014
- Website
- clearpoolgroup.com
Firm profile
FINTRXOverview
Clearpool Execution Services, LLC is organized as a limited liability company and is identified in the dataset as having both domestic entity and individual ownership. The firm is categorized as Unclassified in the available records, and the profile supplied contains minimal operational detail — there are no disclosed descriptions of advisory activities, fee models, or client segments. The snapshot flags in the dataset indicate several negative assertions rather than active lines of business: the firm is not listed as a capital allocator, does not identify as an active ESG investor, is not a multistate adviser, is not newly formed, does not act as a pension consultant, and is not marked as a related adviser. Those data points suggest Clearpool Execution Services does not present itself in the dataset as a multi-jurisdictional advisory platform, a public ESG allocator, or a provider of broad outsourced-asset allocation services, but specific product and service offerings are not provided. FINTRX did not supply information on activities, affiliations, or other operational particulars, so there is limited ability to infer investment strategy, target clients, or distribution model from the available record.
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
1 of 1
Joel Quall
Chief Financial OfficerCRD 5064884
Contacts
3 of 34
John Monahan
AssociateCRD 6746763

Christopher Locicero
Senior Vice PresidentCRD 2315725
Michael Coppins
DirectorCRD 4537128
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
- 151 W 42nd St
- Time zone
- ET (UTC-5)
- Office locations
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