MID Atlantic Clearing & Settlement Corporation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
21
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

MID Atlantic Clearing & Settlement Corporation is organized as a corporation. The firm’s ownership is listed as a mix of a domestic entity and an individual, and its internal classification is recorded as unclassified. The profile data indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The available information does not describe the firm’s advisory services, client types, fee arrangements, or specific business activities. The firm’s name suggests a focus on clearing and settlement functions, but the record supplied here does not include operational or service-level detail to confirm that specialization.

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 18
  • 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Needham, MA

Norfolk

Location

Needham, MA

Headquartered in Needham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
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