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Frank J. Codey

CLEARSHARES LLC·MARCO ISLAND, Florida
SIE, Series 7, Series 24, 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CLEARSHARES LLC
CRD 157531 · SEC 801-72414
AUM
$406M
Regulatory assets under management
Employees
3
3 client accounts
Services offered by CLEARSHARES LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at CLEARSHARES LLC →
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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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