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John Patrick Haley

Clear Street LLC

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About John Patrick Haley

John Patrick Haley is a financial advisor with over 20 years of experience in the industry. John Patrick Haley is currently registered with Clear Street LLC, located in Del Mar, CA. Previously, John Patrick Haley has been registered with Clear Street Markets LLC, CSNR SERVICES, LLC, LPL FINANCIAL LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

John Haley is currently registered with Clear Street LLC. Clear Street LLC is a Limited Liability Company formed in December 2016. The firm is registered in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia. They are also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

149

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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John Haley’s Registration & Firm History

CA

10/15/2020 - Present

Clear Street LLC (Del Mar CA)

NY

08/05/2021 - 09/04/2023

CLEAR STREET MARKETS LLC (NEW YORK NY)

VI

08/17/2021 - 10/25/2022

CSNR SERVICES, LLC (ST. THOMAS VI)

CA

06/11/2002 - 09/20/2018

LPL FINANCIAL LLC (SAN DIEGO CA)

NY

01/05/1999 - 06/12/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/22/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/17/2010

Series 24 - General Securities Principal Examination

BC

Issued 09/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for John Patrick Haley.
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