Citizens Private Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

106743

SEC number

801-40835

Firm type

RIA

Assets under management

$15.5B as of Apr 1, 2026

Website

www.citizensbank.com/investing-and-wealth-management/services/clarfeld.aspx ↗

Phone

914-846-0100

Address

520 White Plains Road, Tarrytown, NY, 10591

Advisors at this firm

38 in our index · page 1 of 1

• William Evarts BenjaminCRD 5821214 · Palm Beach, FL
  IA RegisteredBroker
• Justin M BinionCRD 6176391 · Pittsburgh, PA
  IA RegisteredBroker
• Anita Marie BoschCRD 4888325 · Melville, NY
  IA RegisteredBroker
• Erik BergeCRD 5638425 · Boston, MA
  IA RegisteredBroker
• Eric James BradleyCRD 5779309 · Newport Beach, CA
  IA RegisteredBroker
• Amy CarrilloCRD 7739287 · San Francisco, CA
  IA RegisteredBroker
• Jeffrey Francis CowleyCRD 5518694 · St. Louis, MO
  IA Registered
• Melinda CramerCRD 3042917 · Boston, MA
  IA RegisteredBroker
• Joseph Michael DionisioCRD 1406403 · New York, NY
  IA Registered
• Mandie EvansCRD 4879745 · Naples, FL
  IA RegisteredBroker
• Matthew Alan FossCRD 6072678 · Naples, FL
  IA RegisteredBroker
• Brian FurleiterCRD 6410563 · Tarrytown, NY
  IA RegisteredRegistration inactive
• George Philip GippCRD 2915383 · Tarrytown, NY
  IA Registered
• Gary GrigorianCRD 2858698 · Johnston, RI
  IA RegisteredBroker
• Daniel Thomas HenneghanCRD 6254338 · Bingham Farms, MI
  IA RegisteredBroker
• Jerald J HalversonCRD 2395133 · Camas, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Vincenzo IannucciCRD 2221556 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Jack KeleshianCRD 2364159 · Westwood, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen James LaforteCRD 4180336 · Boca Raton, FL
  IA Registered
• Jeanmarie Macari LabonteCRD 2439998 · Menlo Park, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Grayham Michael LohreyCRD 7469553 · Boston, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jonathan Matthew LucenteCRD 6804039 · New York, NY
  IA RegisteredBroker
• Daniel John MentonCRD 3150043 · New York, NY
  IA RegisteredBroker
• Thomas Benjamin MetzgerCRD 5311021 · San Francisco, CA
  IA RegisteredBroker
• Nicole Marie MolnarCRD 5120011 · Naples, FL
  IA RegisteredBroker
• Zachary NokeCRD 7128548 · Boston, MA
  IA RegisteredBroker
• Zoe OasisCRD 8006781 · Boston, MA
  IA RegisteredBroker
• Matthew Eldeberto OliveiraCRD 7391278 · Los Angeles, CA
  IA RegisteredBroker
• James Robert RubintonCRD 2291542 · Naples, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew RuffaloCRD 5610293 · Tarrytown, NY
  IA Registered
• Kamaldai RahmanCRD 5422401 · New York, NY
  IA RegisteredBroker
• Mike ShayestehfarCRD 4971713 · Los Angeles, CA
  IA RegisteredBroker
• Jonathan Bennassar SotoCRD 7273255 · Boca Raton, FL
  IA Registered
• Richard SuarezCRD 4355722 · Tarrytown, NY
  IA Registered
• Brendan Michael SuppleCRD 7598019 · San Francisco, CA
  IA RegisteredBroker
• Tobias M TolinoCRD 4228477 · Tarrytown, NY
  IA Registered
• Robert A VarrianoCRD 4355712 · Tarrytown, NY
  IA Registered
• Adam L. WaldmanCRD 5153844 · New York, NY
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.