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CRD#: 168490
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CLEARPOOL EXECUTION SERVICES, LLC is located at 17 State Street, 38th Floor, New York, NY 10004 and was first established at New York, New York in 05/07/2013. After operating for 12 years, CLEARPOOL EXECUTION SERVICES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CLEARPOOL EXECUTION SERVICES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. CLEARPOOL EXECUTION SERVICES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CLEARPOOL EXECUTION SERVICES, LLC are registered to handle securities or provide financial advice. The firm has 19 disclosures, 19 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CLEARPOOL EXECUTION SERVICES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CLEARPOOL EXECUTION SERVICES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for CLEARPOOL EXECUTION SERVICES, LLC Comes From

Understanding the Statistics for CLEARPOOL EXECUTION SERVICES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
19

FIRM INFORMATION

Main Address
17 State Street 38th Floor, New York, NY, 10004
Mailing Address
17 State Street 38th Floor, New York, NY, 10004
Firm Size
Small
Phone Number
(212) 531-8500
Established
New York since 05/07/2013
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
BMO FINANCIAL CORP.SHAREHOLDER
BRICKLEY, THOMAS JOHNFINOP3028843
FORLENZA, MICHAELPRESIDENT5886049
WOODWARD, JOEL EDWARDCHIEF FINANCIAL OFFICER5467904
YUKILEVICH, DANIELCHIEF COMPLIANCE OFFICER5635481

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Advisor's working at CLEARPOOL EXECUTION SERVICES, LLC

KD

Kenneth William Doerr

Ken Doerr, Kenny Doerr
RR
CRD#: 4277387
Location:
New York, NY 10004
Company:
CLEARPOOL EXECUTION SERVICES, LLC
Disclosures:
Experience:
21 years
View Profile
NP

Nicholas Palumbo

Nicholas Saverio Palumbo, Nicholas Palumbo
RR
CRD#: 2661102
Location:
New York, NY 10004
Company:
CLEARPOOL EXECUTION SERVICES, LLC
Disclosures:
Experience:
30 years
View Profile
CC

Chester Edmond Clark

Chester Edmond Clark Iii
RR
CRD#: 2486219
Location:
New York, NY 10004
Company:
CLEARPOOL EXECUTION SERVICES, LLC
Disclosures:
Experience:
31 years
View Profile
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