Clarksons Securities, Inc

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
30882
Registered since
November 4, 1992

Firm profile

FINTRX

Overview

Clarksons Securities, Inc. is organized as a corporation and appears on the SEC register since 1992. Ownership is recorded as a mix of a foreign entity and an individual. The firm's classification in the dataset is unclassified and the available fields show limited public disclosure about its investment approach or client segmentation. The data indicate that Clarksons Securities, Inc. does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multistate adviser, newly formed adviser, pension consultant, or a related adviser in the provided dataset. Fields for fee structure, business activities, advisory activities and client base were not populated in the source material.

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

1 of 1
  • Brian Mcdonagh

    Chief Compliance OfficerCRD 2749774

Contacts

3 of 9
  • Samir Bhalla

    Samir Bhalla

    Sales TraderCRD 7897942

  • Omar Nokta

    Omar Nokta

    Managing DirectorCRD 4852579

  • Timothy Devries

    Timothy Devries

    Senior Vice President, SalesCRD 4852002

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
104 W 40th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth