Investment adviser representative · Citizens Private Wealth
Jeffrey J. Egizi
CRD 6572767 · Tarrytown, NY
At a glance
Jeffrey J. Egizi is an investment adviser representative with Citizens Private Wealth in Tarrytown, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2015, about 10 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Citizens Private WealthSince October 2022Tarrytown, NY · $17B in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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- Hugh W. BeecherTarrytown
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- Steven E. BertoloTarrytown · Certified Financial Planner
- Justin M. BinionTarrytown
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