Clearingbid Markets, Inc.

Broker-DealerFINRA MemberEst. 2016
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Rye, New York
CRD number
269999
Registered since
May 16, 2016

Firm profile

FINTRX

Overview

Clearingbid Markets, Inc. is organized as a corporation and has been SEC-registered since 2016. Ownership is recorded as a mix of a domestic entity and an individual. The firm is listed as unclassified within the snapshot data; it is not identified as a capital allocator, and it is not flagged as an active ESG investor. The snapshot also indicates the adviser is not multistate, not newly formed, not a pension consultant, and not a related adviser. The available record does not enumerate the firm’s advisory offerings, fee model, client segments, or specific business activities. That absence makes it difficult to characterize its client-facing services, investment mandate, or typical account types from the public snapshot alone.

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

3 of 3
  • Matthew Venturi

    Matthew Venturi

    Founder & CEOCRD 872909

  • Edwin Scanlon

    Edwin Scanlon

    Chief Compliance OfficerCRD 1665407

  • Cara Pellicano

    Cara Pellicano

    Chief Operating OfficerCRD 4228678

Contacts

3 of 5
  • Christopher Whitcomb

    Christopher Whitcomb

    Registered RepresentativeCRD 1950881

  • Kayle Watson

    Kayle Watson

    Head of OperationsCRD 3108137

  • Pascal Roche

    FinOpCRD 5920968

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rye, NY

Westchester

Location

Rye, NY

Headquartered in Rye, 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
Westchester
Address
411 Theodore Fremd Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth