Clearview Trading Advisors, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Tenafly, New Jersey
CRD number
142873
Registered since
August 31, 2007

Firm profile

FINTRX

Overview

Clearview Trading Advisors, Inc. is organized as a corporation with individual ownership. Publicly available classification data does not place the firm into a standard advisory category. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is reported to operate within a single state and is not listed as a newly formed adviser, pension consultant, or related adviser.

Location & Offices

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

1 of 1
  • Gregg Ettin

    CEOCRD 1604260

Contacts

3 of 3
  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Michael Weitzner

    Michael Weitzner

    Managing DirectorCRD 1903218

  • Richard Brewster

    Senior Vice President, ComplianceCRD 3238721

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tenafly, NJ

Bergen

Location

Tenafly, NJ

Headquartered in Tenafly, NJ, 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
Bergen
Address
10 Glenwood Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth