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CLERKIE ADVISORY LLC

SAN FRANCISCO, CA · CRD 291724 · IAPD ↗ · clerkie.io · 650-646-9662

$0Regulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — CLERKIE ADVISORY LLC (SAN FRANCISCO, CA) left the SEC roster (was $0 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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