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Frank J. Codey

CLEARSHARES LLC·MARCO ISLAND, Florida
Series 24Series 7Series 63SIE
Unclaimed Profile
606 BALD EAGLE DRIVE, SUITE 608, MARCO ISLAND, FL 34145CRD# 5036367Firm CRD# 157531
01

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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
CLEARSHARES LLC
CLEARSHARES LLC
AUM
$406M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CLEARSHARES LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5036367
Firm CRD# 157531
No disclosures on file
View on FINRA BrokerCheck →

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05

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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City Guides
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Research
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