Chief Investment Officer · Citizens Private Wealth
Michael D Hans
CRD 5583273 · Named on Form ADV at one SEC-registered adviser
At a glance
Citizens Private Wealth, an SEC-registered wealth manager based in Tarrytown, NY with $16.6 billion in regulatory assets, lists Michael D Hans on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Citizens Private WealthChief Investment OfficerWealth manager · Tarrytown, NY · $17B in regulatory assets
AtlasMembers
Michael’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- 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 (6)
- David Howard ShoreChief Compliance Officer, Citizens Private Wealth
- Thomas B. MetzgerPresident, Citizens Private Wealth
- Julie A. AliHead of Wealth Operations, Citizens Private Wealth
- Chad ArnoldChief Operating Officer, Citizens Private Wealth
- Kevin John CarvalhoController, Citizens Private Wealth
1 more person named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.