MID Atlantic Clearing & Settlement Corporation

Broker-DealerFINRA MemberEst. 1995
Total AUM
—
Advisory reps
22
Avg account
$0

Firm details

Headquarters
Pittsburgh, Massachusetts
CRD number
37466
Registered since
December 21, 1995

Firm profile

FINTRX

Overview

MID Atlantic Clearing & Settlement Corporation is organized as a corporation and has been SEC-registered since 1995. The ownership is listed as a mix of a domestic entity and an individual. In the dataset the firm is classified as "Unclassified" and it is not identified as a capital allocator, multi-state adviser, active ESG investor, pension consultant, newly formed adviser, or related adviser. The source record includes minimal detail on the firm's advisory activities, client segments, or fee arrangements. That limited disclosure in the dataset suggests the entity either does not operate as a traditional SEC-registered advisory firm with public-facing advisory services or its public profile is narrow.

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
  • Joseph Banco

    Joseph Banco

    Chief Financial OfficerCRD 2850198

  • James Gearin

    James Gearin

    Chief Operating OfficerCRD 1405150

  • David MacInnis

    David MacInnis

    Chief Compliance OfficerCRD 3184368

Contacts

3 of 19
  • Dustin Capco

    Dustin Capco

    Relationship ManagerCRD 6279298

  • Allen DeVincent

    Allen DeVincent

    Compliance ManagerCRD 4715473

  • William Jenkins

    William Jenkins

    Managing DirectorCRD 3004337

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pittsburgh, MA

Allegheny

Location

Pittsburgh, MA

Headquartered in Pittsburgh, MA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
140 Kendrick St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth