CLEARPOOL EXECUTION SERVICES, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 168490
- Registered since
- April 8, 2014
- Website
- clearpoolgroup.com
Firm profile
FINTRXOverview
Clearpool Execution Services, LLC is organized as a limited liability company and is recorded as having registered with the SEC in 2014. Ownership is listed as a combination of a domestic entity and an individual, and the firm is classified as unclassified in the FINTRX snapshot. FINTRX data indicate the firm does not operate as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The database does not list any specific business activities, advisory offerings, or fee structure for the firm.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Joel Quall
Chief Financial OfficerCRD 5064884
Contacts
3 of 34PARAG PATEL
Managing Director, Head of Software DevelopmentCRD 5320976
IVAN GERSTEIN
Managing DirectorCRD 2682429
Vito Gerardi
Associate DirectorCRD 6544429
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 17 State St
- Time zone
- ET (UTC-5)
- Office locations
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