CLEARVIEW TRADING ADVISORS, INC.

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
TENAFLY, New Jersey
CRD number
142873
Registered since
August 31, 2007

Firm profile

FINTRX

Overview

Clearview Trading Advisors, Inc. is a corporate SEC-registered investment adviser that first registered in 2007 and is owned by an individual. The firm's public profile is minimal: it is classified as "Unclassified" in the source snapshot and is not identified as a multi-state adviser, pension consultant, or related adviser. The record also indicates the firm is not a capital allocator and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

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
  • GREGG ETTIN

    CEOCRD 1604260

Contacts

3 of 3
  • RICHARD BREWSTER

    Senior Vice President, ComplianceCRD 3238721

  • MICHAEL WEITZNER

    Managing DirectorCRD 1903218

  • Daniel Beaton

    FinOpCRD 4240769

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TENAFLY, NJ

BERGEN

Location

TENAFLY, NJ

Headquartered in TENAFLY, NJ, 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
BERGEN
Address
10 Glenwood Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth