MID Atlantic Clearing & Settlement Corporation

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Pittsburgh, Pennsylvania
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 registered with the SEC since 1995. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset. The record flags several negative attributes rather than active service lines: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not listed as a related adviser.

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 4
  • Robert Drelick

    Robert Drelick

    Chief Information OfficerCRD 7023152

  • Michele Coletti

    Michele Coletti

    Chief Operating OfficerCRD 5480137

  • William Jenkins

    William Jenkins

    Chief Compliance OfficerCRD 3004337

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Contacts

3 of 10
  • Elizabeth Baier

    AccountantCRD 4851105

  • Rebecca Bryan

    Registered Investment RepresentativeCRD 5981043

  • Lee Jones

    Lee Jones

    Vice President of Trust and CustodyCRD 5181921

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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, PA

Allegheny

Location

Pittsburgh, PA

Headquartered in Pittsburgh, PA, 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
1251 Waterfront Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth