CLEARSHARES LLC

MARCO ISLAND, Florida·4 registered advisors·CRD# 157531
SEC# 801-724140212-292-0959
01

Firm Overview

AUM
$406M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at CLEARSHARES LLC

4 registered advisors
Frank J. Codey
MARCO ISLAND, Florida
Jeffrey Hamilton Salzman
NEW YORK, New York
John Ben Levitt
NEW YORK, New York
John Benton Wislar
NEW YORK, New York
05

Office Locations

NEW YORK, New York
3 advisors
MARCO ISLAND, Florida
1 advisor

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Data sourced from SEC Form ADV filings. CLEARSHARES LLC (CRD# 157531) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.