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Patrick Moran

Clear Street LLC

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About Patrick Moran

Patrick Moran is a registered representative with Clear Street LLC. Patrick has been in the securities industry since August 24, 2019. Patrick holds the Series 7TO, SIE, and Series 63 licenses and is registered in all 50 states. Patrick was previously registered with Buckler Securities LLC.

Firm Information

Patrick Moran 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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Patrick Moran’s Registration & Firm History

NY

05/01/2023 - Present

Clear Street LLC (NEW YORK NY)

CT

03/13/2019 - 11/16/2022

BUCKLER SECURITIES LLC (Greenwich CT)

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Licenses & Designations

BC

Issued 08/18/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/21/2018

SIE - Securities Industry Essentials 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

MIAX PEARL, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, 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 Patrick Moran.
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