MID Atlantic Clearing & Settlement Corporation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
24
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. Ownership is recorded as a combination of a domestic entity and an individual, and the firm is classified as "Unclassified." The firm's profile indicates it is not a capital allocator and is not identified as an active ESG investor. The available attributes also show that MID Atlantic Clearing & Settlement Corporation is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Entries for business activities, advisory activities, fee structure, and client base are not provided in the summary data.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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