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Est. 2026The front page of wealth managementNew York

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Chief Operating Officer · Citizens Private Wealth

Chad Arnold

CRD 3076401 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Citizens Private Wealth, an SEC-registered wealth manager based in Tarrytown, NY with $16.6 billion in regulatory assets, lists Chad Arnold on its Form ADV as Chief Operating Officer, a control person. The SEC filings also name Chad at 1 other registered adviser.

Firms and roles

AtlasMembers

Chad’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Chad on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chad’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.