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CLOVER CREDIT MANAGEMENT, LLC

NEW YORK, NY · CRD 307632 · IAPD ↗ · apple.co · 212-503-2100

$3.47BRegulatory AUM
408Advisory reps
711Employees
1Clients
n/aPlanning clients
8Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — CLOVER CREDIT MANAGEMENT, LLC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — CLOVER CREDIT MANAGEMENT, LLC grew from 303 to 408 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — CLOVER CREDIT MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — CLOVER CREDIT MANAGEMENT, LLC grew from 238 to 303 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — CLOVER CREDIT MANAGEMENT, LLC shrank from 248 to 238 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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