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Current Employers
Clutch Capital Management, Llc

Forest Hills, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-04
  • NY RA
    APPROVED
    Since 2021-06-04

Branch Locations

Forest Hills, NY • United States

Franklin Square, NY • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Clutch Capital Management, Llc Rego Park NY 10/2016 Present
Unemployed Franklin Sq NY 03/2015 10/2016
Previous Registrations
  • 2010-12-08 → 2015-03-11
    Professional Planning Services
    Holbrook, NY
  • 2010-03-31 → 2010-12-31
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2009-06-08 → 2010-02-22
    Melville, NY
    Melville, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-15
S63 Uniform Securities Agent State Law Examination 1997-03-14
  • S65 Uniform Investment Adviser Law Examination
    2016-09-15
  • S63 Uniform Securities Agent State Law Examination
    1997-03-14

View on SEC IAPD

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