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GV

Gavin C. Vice

CLEARLIST SECURITIES LLC
New York, NY 10005
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CRD#: 4175204
GV

Professional summary


Gavin Charles Vice is a registered financial professional currently at CLEARLIST SECURITIES LLC located in New York, New York.

Gavin is registered as a RR (Registered Representative) and started their career in finance in 1996. Gavin has worked at 12 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 21 and Series 25 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Gavin Charles Vice's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 27, 2022 - Present

CLEARLIST SECURITIES LLC

Office #1: 40 Wall Street 38th Floor, New York, NY 10005
BD
CRD#: 309455
New York, NY
Past

February 25, 2021 - October 28, 2021

CLEARLIST SECURITIES LLC

BD
CRD#: 309455
New York, NY
Past

January 21, 2021 - October 28, 2021

CLEARLIST LLC

BD
CRD#: 308066
New York, NY
Past

August 16, 2017 - March 7, 2019

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
NEW YORK, NY
Past

October 28, 2015 - December 9, 2019

HOLD BROTHERS CAPITAL LLC

BD
CRD#: 151864
NEW YORK, NY
Past

November 7, 2014 - October 6, 2015

T3 TRADING GROUP, LLC

BD
CRD#: 154431
NEW YORK, NY
Past

December 15, 2011 - October 1, 2015

WORLD-XECUTION STRATEGIES

BD
CRD#: 134645
NEW YORK, NY
Past

April 14, 2011 - November 7, 2014

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
NEW YORK, NY
Past

November 12, 2008 - October 8, 2010

BETTERMENT SECURITIES

BD
CRD#: 47788
NEW YORK, NY
Past

January 15, 2008 - November 29, 2010

MADISON PROPRIETARY TRADING GROUP, LLC

BD
CRD#: 139818
NEW YORK, NY
Past

June 27, 2007 - January 9, 2008

PUNK, ZIEGEL & COMPANY, L.P.

BD
CRD#: 26174
NEW YORK, NY
Past

September 13, 2001 - June 7, 2007

BEAR WAGNER SPECIALISTS LLC

BD
CRD#: 32691
NEW YORK, NY
Past

April 23, 2001 - September 21, 2001

BEAR WAGNER SPECIALISTS LLC

BD
CRD#: 32691
NEW YORK, NY
Past

November 11, 1996 - April 23, 2001

WSM HOLDINGS, L.L.C.

BD
CRD#: 31352
NEW YORK, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/27/2022)
RR
Colorado
(12/13/2024)
RR
Connecticut
(9/27/2022)
RR
District of Columbia
(12/13/2024)
RR
Florida
(9/27/2022)
RR
Illinois
(9/27/2022)
RR
Louisiana
(9/27/2022)
RR
Massachusetts
(9/27/2022)
RR
Michigan
(9/27/2022)
RR
Missouri
(12/13/2024)
RR
New Hampshire
(12/13/2024)
RR
New Jersey
(9/27/2022)
RR
New York
(9/27/2022)
RR
North Carolina
(9/27/2022)
RR
Pennsylvania
(9/27/2022)
RR
South Carolina
(9/27/2022)
RR
Tennessee
(12/13/2024)
RR
Texas
(9/27/2022)
RR
Virginia
(9/27/2022)
RR
Washington
(12/13/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 3/31/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/19/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 21
Date: 7/20/2000
NYSE Front Line Specialist Clerk
General Industry/Product Exam
RR
Series 25
Date: 7/20/1999
NYSE Trading Assistant Examination
SRO Registrations
RR
FINRA

Current Firm


CS
CLEARLIST SECURITIES LLC
CLEARLIST SECURITIES LLC

CRD#: 309455 / SEC#: , 8-70540

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
40 Wall Street 38th Floor, New York, NY 10005
Mailing Address
40 Wall Street 38th Floor, New York, NY 10005
Phone number
(212) 207-1380
Established
Delaware since 03/24/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
7

FINRA licenses (48 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
CLEARLIST HOLDINGS LLCMEMBER
CHAIKIN, KASSIDYDIRECTOR OF OPERATIONS7596402
KRZAK, ALEXANDER JACOBPOO6349160
MURPHY, PATRICK THOMASCHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER2439168
PARISE, JANICE DRUFINOP/PFO2338583

Red Flags


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.

Company Information


CLEARLIST SECURITIES LLC

CRD#: 309455New York, NY 10005

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