Clearcreek Securities, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
169774
Registered since
September 12, 2014

Firm profile

FINTRX

Overview

Clearcreek Securities, LLC is organized as a limited liability company and is registered with the SEC since 2014. Publicly filed metadata classifies the firm as an investment bank and lists ownership as a mix of a domestic entity and an individual. Filings indicate the firm does not function as a capital allocator and is not positioned as an active ESG investor, multistate adviser, pension consultant, or related adviser. The available records do not include a client profile, fee schedule, or a description of advisory activities. That combination of limited disclosure and the firm’s investment-bank classification suggests its primary role is transactional or broker-dealer oriented rather than acting as an asset manager or discretionary wealth manager.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 12
  • Sean Deson

    Sean Deson

    PartnerCRD 1963451

  • Michael Franson

    Michael Franson

    CRD 1184932

  • Nancy Ervin

    Nancy Ervin

    PartnerCRD 6987523

Unlock 9 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1165 Delaware St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth