RQD* CLEARING, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
30
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
134284
Registered since
April 12, 2005

Firm profile

FINTRX

Overview

Rqd* Clearing, LLC is organized as a limited liability company and is recorded as SEC-registered in 2005. The FINTRX snapshot classifies ownership as a mix of a domestic entity and an individual and lists the firm as "Unclassified" in its internal taxonomy. Several operational flags are set to negative: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The available data does not include a breakdown of advisory services, fee schedules, client segments, or specific business activities. Those fields are blank in the source, so the public FINTRX record does not describe how the entity sources or manages client mandates.

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

3 of 9
  • PATRICK CARROLL

    Chief Business Development OfficerCRD 4644009

  • Hallie Cody-Wang

    Deputy Chief Compliance OfficerCRD 6499404

  • Michael Lanyon

    Chief Revenue OfficerCRD 4828345

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Contacts

3 of 21
  • Jan Stranik

    Software DeveloperCRD 7318176

  • Saja Meqdad

    Compliance SpecialistCRD 8115574

  • Melissa DOttavio

    Accounting ManagerCRD 7840725

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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
1 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth