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RS

Rex Wesley Savage

CLEAR STREET
Chicago, IL
·CRD# 3147662·23 years experience

Professional Summary

Rex Wesley Savage is a registered financial advisor currently at CLEAR STREET LLC located in Chicago, Illinois. Rex is registered as a RR (Registered Representative) and started their career in finance in 2001. Rex has worked at 6 firms and has passed the Series 63, Series 57TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

CLEAR STREET LLC·CRD# 288933
BD
190 South Lasalle Street, Chicago, IL 60603
March 10, 2025 - Present
WILLIAM BLAIR·CRD# 1252
BD
Chicago, IL
July 12, 2021 - March 27, 2025
OLIVETREE FINANCIAL, LLC·CRD# 154026
BD
New York, NY
March 2, 2020 - July 13, 2021
CHURCHILL CAPITAL USA, INC.·CRD# 143278
BD
Evanston, IL
May 1, 2017 - January 31, 2020
DEUTSCHE BANK SECURITIES INC.·CRD# 2525
BD
Chicago, IL
June 14, 2010 - March 2, 2017
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
Chicago, IL
February 13, 2001 - March 28, 2008

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Current Firm

CS
CLEAR STREET LLC

CENTERPOINT SECURITIES | GLOBECS, LLC | CLEAR STREET, LLC | CLEAR STREET LLC | CLEAR STREET FUTURES

CRD#: 288933 / SEC#: 8-69972
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

4 World Trade Center 150 Greenwich Street 45th Floor, New York, NY, 10007

Mailing Address

4 World Trade Center 150 Greenwich Street 45th Floor, New York, NY, 10007

Phone Number

(646) 738-4066

Established

Delaware since 12/20/2016

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CLEAR STREET HOLDINGS LLCSOLE CLASS A MEMBER—
AUSUBEL, ELLI MARKDIRECTOR5715145
COHEN, URIEL EPHRAIMDIRECTOR4089765
MOCCIA, CHRISTY NOELCHIEF COMPLIANCE OFFICER4855629
OLIVEIRA, BRIANCFO/FINOP/PRINCIPAL FINANCIAL OFFICER5371120
PRICE, JASONPRINCIPAL OPERATIONS OFFICER5216029
SICKLICK, KENNETHDIRECTOR7418830
VOLZ, ANDREWDIRECTOR, CHIEF EXECUTIVE OFFICER4808674

Disclosures

Regulatory Event

2

Arbitration

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(3/10/2025)
RR
Alaska
(3/10/2025)
RR
Arizona
(3/10/2025)
RR
Arkansas
(3/10/2025)
RR
California
(3/10/2025)
RR
Colorado
(3/10/2025)
RR
Connecticut
(3/10/2025)
RR
Delaware
(3/10/2025)
RR
District of Columbia
(3/10/2025)
RR
Florida
(3/10/2025)
RR
Georgia
(3/10/2025)
RR
Hawaii
(3/10/2025)
RR
Idaho
(3/10/2025)
RR
Illinois
(3/10/2025)
RR
Indiana
(3/10/2025)
RR
Iowa
(3/10/2025)
RR
Kansas
(3/10/2025)
RR
Kentucky
(3/10/2025)
RR
Louisiana
(3/10/2025)
RR
Maine
(3/10/2025)
RR
Maryland
(3/10/2025)
RR
Massachusetts
(3/10/2025)
RR
Michigan
(3/10/2025)
RR
Minnesota
(3/10/2025)
RR
Mississippi
(3/10/2025)
RR
Missouri
(3/10/2025)
RR
Montana
(3/10/2025)
RR
Nebraska
(3/10/2025)
RR
Nevada
(3/10/2025)
RR
New Hampshire
(3/10/2025)
RR
New Jersey
(3/10/2025)
RR
New Mexico
(3/10/2025)
RR
New York
(3/10/2025)
RR
North Carolina
(3/10/2025)
RR
North Dakota
(3/10/2025)
RR
Ohio
(3/11/2025)
RR
Oklahoma
(3/10/2025)
RR
Oregon
(3/10/2025)
RR
Pennsylvania
(3/10/2025)
RR
Puerto Rico
(3/10/2025)
RR
Rhode Island
(3/10/2025)
RR
South Carolina
(3/10/2025)
RR
South Dakota
(3/10/2025)
RR
Tennessee
(3/10/2025)
RR
Texas
(3/10/2025)
RR
Utah
(3/10/2025)
RR
Vermont
(3/10/2025)
RR
Virgin Islands
(3/10/2025)
RR
Virginia
(3/10/2025)
RR
Washington
(3/10/2025)
RR
West Virginia
(3/10/2025)
RR
Wisconsin
(3/10/2025)
RR
Wyoming
(3/10/2025)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2010About the Series 63 exam

Series 57TO — Securities Trader Exam

Passed May 2025About the Series 57TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2010About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jan 2022About the Series 24 exam
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SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Rex Wesley Savage's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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