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CLEARBROOK INVESTMENT SOLUTIONS LLC

NEW YORK, NY · CRD 155607 · IAPD ↗ · clearbrookglobal.com · 212-359-0290

$149.9MRegulatory AUM
5Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — CLEARBROOK INVESTMENT SOLUTIONS LLC shrank from 11 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
February 2024 — CLEARBROOK INVESTMENT SOLUTIONS LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — CLEARBROOK INVESTMENT SOLUTIONS LLC moved its main office from STAMFORD, CT to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.