William Daniel Doyle
Professional Summary
William Daniel Doyle, who also goes by Wiliam D Doyle, William D Doyle, William Doyle, is a registered financial advisor currently at CLEAR STREET LLC located in New York, New York. William is registered as a RR (Registered Representative) and started their career in finance in 2014. William has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 3 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Wiliam D Doyle, William D Doyle, William Doyle
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Contact Information
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Disclosures on record.
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Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CENTERPOINT SECURITIES | GLOBECS, LLC | CLEAR STREET, LLC | CLEAR STREET LLC | CLEAR STREET FUTURES
Contact Information
Main Address
4 World Trade Center 150 Greenwich Street 45th Floor, New York, NY, 10007Mailing Address
4 World Trade Center 150 Greenwich Street 45th Floor, New York, NY, 10007Phone Number
(646) 738-4066Established
Delaware since 12/20/2016Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CLEAR STREET HOLDINGS LLC | SOLE CLASS A MEMBER | — |
| AUSUBEL, ELLI MARK | DIRECTOR | 5715145 |
| COHEN, URIEL EPHRAIM | DIRECTOR | 4089765 |
| MOCCIA, CHRISTY NOEL | CHIEF COMPLIANCE OFFICER | 4855629 |
| OLIVEIRA, BRIAN | CFO/FINOP/PRINCIPAL FINANCIAL OFFICER | 5371120 |
| PRICE, JASON | PRINCIPAL OPERATIONS OFFICER | 5216029 |
| SICKLICK, KENNETH | DIRECTOR | 7418830 |
| VOLZ, ANDREW | DIRECTOR, CHIEF EXECUTIVE OFFICER | 4808674 |
Disclosures
Regulatory Event
2Arbitration
1Similar Advisors
SUMMIT PLACE FINANCIAL ADVISORS, LLC
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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
(10/6/2026)
Exams
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CRS (Client Relationship Summary) - BD
Click below to view William Daniel Doyle's CRS (Customer Relationship Summary).
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