Unclaimed Profile

George Robert Koo

CLEARMARK PARTNERS, LLC·HICKSVILLE, New York

Series 7, Series 27, Series 63, Series 65, Series 87CFA9 years registeredCLEARMARK PARTNERS, LLC

25 NEWBRIDGE ROAD, STE 202, HICKSVILLE, NY 11801CRD# 2332316Firm CRD# 286482

Profile Verification

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

Identity

George Robert Koo · HICKSVILLE, NY

Registration

CRD #2332316 · CLEARMARK PARTNERS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLEARMARK PARTNERS, LLC

CLEARMARK PARTNERS, LLC

Jul 2020 – Jan 2022

HICKSVILLE, NY

CLEARMARK PARTNERS, LLC

Apr 2017 – Dec 2019

HICKSVILLE, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 27

Series 63

Series 65

Series 87

Registration record

First registered · April 21, 2017

Years registered · 9

Professional designation · CFA

Disclosure History

1977Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CLEARMARK PARTNERS, LLC

CRD 286482 · SEC 801-109927

AUM

$472M

Regulatory assets under management

Employees

4 client accounts

Services offered by CLEARMARK PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEARMARK PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does George Robert Koo offer?

George Robert Koo specializes in Financial Planning, Investment Management, Wealth Management.

What are George Robert Koo's credentials?

George Robert Koo holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is George Robert Koo located?

George Robert Koo is based in HICKSVILLE, New York, last registered with CLEARMARK PARTNERS, LLC.

How does George Robert Koo charge for services?

George Robert Koo's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARMARK PARTNERS, LLC?

CLEARMARK PARTNERS, LLC has approximately 1 employees and manages $472M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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