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COO · Clearshares LLC

Frank J. Codey

CRD 5036367 · Named on Form ADV at one SEC-registered adviser

At a glance

Clearshares LLC, an SEC-registered asset manager based in Marco Island, FL with $382 million in regulatory assets, lists Frank J. Codey on its Form ADV as COO, a control person.

Firms and roles

  • Clearshares LLCCOOAsset manager · Marco Island, FL · $382M in regulatory assets

AtlasMembers

Frank’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Frank’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.