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Lisa Bosalavage

Velocity Clearing, LLC

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About Lisa Bosalavage

Lisa Bosalavage is a financial professional with over 13 years of experience in the industry. Lisa currently works at Velocity Clearing, LLC, a firm she joined on 8/2/2023. Prior to Velocity Clearing, LLC, Lisa was employed at Drivewealth, LLC, Drivewealth Institutional LLC and ICAP Corporates LLC. Lisa holds FINRA Series 7, 24, 99, 99TO and SIE licenses. Lisa has passed two Principal exams, Series 14 and Series 24.

Firm Information

Lisa Bosalavage is currently registered with Velocity Clearing, LLC. Velocity Clearing, LLC is a Limited Liability Company formed in June 2010 and is approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC and has been involved in 4 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

87

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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Lisa Bosalavage’s Registration & Firm History

NY

08/02/2023 - Present

Velocity Clearing, LLC (New York NY)

NY

01/19/2022 - 07/31/2023

DRIVEWEALTH, LLC (NEW YORK NY)

NY

03/12/2021 - 07/31/2023

DRIVEWEALTH INSTITUTIONAL LLC (NEW YORK NY)

NY

03/12/2020 - 03/02/2021

ICAP CORPORATES LLC (NEW YORK NY)

NY

09/19/2012 - 07/09/2015

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

03/16/2001 - 02/04/2008

LABRANCHE & CO. LLC (NEW YORK NY)

NY

10/01/2000 - 03/16/2001

ROBB PECK MCCOOEY SPECIALIST CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 11/09/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/18/2012

Series 99 - Operations Professional Examination

BC

Issued 05/16/2000

Series 21 - NYSE Front Line Specialist Clerk

BC

Issued 05/20/1999

Series 25 - NYSE Trading Assistant 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.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

M

MIAX PEARL, LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Lisa Bosalavage.
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