Clearlist Securities LLC

Overview

Clearlist Securities LLC is a limited liability company that registered with the SEC in 2021. FINTRX classifies the firm as unclassified and lists its ownership as a combination of a domestic entity and an individual. The database indicates the firm does not identify as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not designated as a pension consultant or related adviser. Public disclosures on the firm’s advisory activities, client segments, and fee schedule are not provided in the FINTRX entry, so there is limited visibility into its business model or target client types beyond the registry attributes above.

Assets & Accounts

Investments & Alternatives