Citrin Cooperman Wealth Management, LLC

CRD 317528 · New York, NY · $1.7B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 317528
SEC number: 801-122783
Firm type: RIA
Assets under management: $1.7B as of Mar 27, 2026
Website: Not yet retrieved from the source record
Phone: 212-697-1000
Address: 50 Rockefeller Plaza, New York, NY, 10020

Advisors at this firm

10 in our index · page 1 of 1

Hannah Jill CashCRD 6642711 · St. Petersburg, FL

IA RegisteredRegistration inactive
Michael DooleyCRD 4947889 · New York, NY

IA Registered
Michael Spero FurlaCRD 6855048 · Chicago, IL

IA RegisteredRegistration inactive
Arnold Jay HerrmannCRD 5141815 · New York, NY

IA Registered
Laura A. HearnCRD 5304610 · Chicago, IL

IA RegisteredRegistration inactive
Kristen Paige KirklandCRD 7021366 · Chicago, IL

IA Registered
Michaela Mae McdonaldCRD 6363321 · New York, NY

IA RegisteredRegistration inactive
Matthew SegretoCRD 7414064 · New York, NY

IA Registered
Paul StagiasCRD 7393691 · New York, NY

IA Registered
Frank L WasheleskyCRD 6987733 · Chicago, IL

IA Registered

Source & corrections

Where this page comes from

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

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