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CITIZENS PRIVATE WEALTH
CLARFELD FINANCIAL ADVISORS, LLC
CRD 106743 · SEC 801-40835
520 WHITE PLAINS ROAD, 3RD FLOOR, TARRYTOWN, NY, 10591, United States
Phone
914-846-0100
Fax
914-846-0199
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$15.54B
Discretionary AUM
$12.72B
Team
204 total employees; 204 advisory reps; 2675 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2502 | $13.75B |
| Charitable organizations | 61 | $198.7M |
| Corporations/business entities | 112 | $1.60B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.citizensbank.com/investing-and-wealth-management/services/clarfeld.aspx
- HTTP://WWW.CITIZENSBANK.COM
- https://www.instagram.com/citizenswealthmanagement
- https://www.linkedin.com/company/citizens-private-wealth
- https://www.facebook.com/CitizensWealthManagement
- https://www.linkedin.com/company/citizens-wealth-management
Official SEC filing: View on IAPD