Clearview Trading Advisors, Inc.

Broker-DealerFINRA MemberEst. 2007
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 a corporation that has been registered with the SEC since 2007. Ownership is listed as an individual owner and the firm’s regulatory classification is unclassified. Registry details flag the firm as not serving as a capital allocator and not identifying as an active ESG investor. It is also not registered as a multi-state adviser, not newly formed, not a pension consultant, and is not recorded as a related adviser. Public records supplied for this profile contain very limited description of the firm’s advisory activities, fee model, or typical client types, so there is little detail to characterize its investment approach or target market from those filings alone.

Assets & Accounts

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