Unclaimed Profile

Frank J. Codey

CLEARSHARES LLC·MARCO ISLAND, Florida

Series 24, Series 7, Series 63Clean recordCLEARSHARES LLC

606 BALD EAGLE DRIVE, SUITE 608, MARCO ISLAND, FL 34145CRD# 5036367Firm CRD# 157531

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frank J. Codey · MARCO ISLAND, FL

Registration

CRD #5036367 · CLEARSHARES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Frank J. Codey is a registered financial advisor based in MARCO ISLAND, Florida, affiliated with CLEARSHARES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

CLEARSHARES LLC

AUM

$406M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLEARSHARES LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5036367

Firm CRD# 157531

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Frequently Asked Questions

What services does Frank J. Codey offer?

Frank J. Codey specializes in Investment Management, Fee-Only Advisory. Contact their office in MARCO ISLAND, Florida for a consultation.

What are Frank J. Codey's credentials?

Frank J. Codey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank J. Codey located?

Frank J. Codey is based in MARCO ISLAND, Florida, working with CLEARSHARES LLC. Their office serves clients in the MARCO ISLAND metropolitan area and surrounding communities.

How does Frank J. Codey charge for services?

Frank J. Codey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARSHARES LLC?

CLEARSHARES LLC has approximately 3 employees and manages $406M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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