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Citizens Private Wealth financial advisors in New York
Every SEC-registered investment adviser representative at a Citizens Private Wealth office in New York, by city and A to Z.
The short answer
53 registered advisors work at Citizens Private Wealth in New York, out of 91 nationwide; it's the firm's number 1 state by advisors, and the most are in Tarrytown (48). 21 list the CFP designation and 43 are also registered broker representatives.
Citizens Private Wealth advisors by city in New York
Every firm in New York →Citizens Private Wealth advisors in New York, A to Z
Search by name →- Cynthia AlstonTarrytown
- Paul ArbeitTarrytown · Certified Financial Planner
- Nicholas H. BanksTarrytown
- Thomas E. BeatyTarrytown · Certified Financial Planner
- Hugh W. BeecherTarrytown
- William E. Benjamin IVTarrytown
- Steven E. BertoloTarrytown · Certified Financial Planner
- Justin M. BinionTarrytown
- Anita M. BoschMelville
- Michael BrennanTarrytown · Certified Financial Planner, Chartered Financial Consultant
- Gregory P. CantoneNew York
- Roy CorrTarrytown
- Jeffrey F. CowleyTarrytown · Certified Financial Planner
- Stephen A. DelgadoTarrytown · Chartered Financial Analyst
- Megan DiaTarrytown
- Gianni DifrosciaTarrytown · Certified Financial Planner
- Joseph M. DionisioNew York · Certified Financial Planner
- Harriet C. DowerTarrytown
- Derek EngenTarrytown · Certified Financial Planner, Personal Financial Specialist
- Clement FariasTarrytown
- Anthony FellaNew York
- Brian FurleiterTarrytown · Certified Financial Planner
- John P. GaveyTarrytown · Certified Financial Planner
- George P. GippTarrytown · Certified Financial Planner, Chartered Financial Analyst
- Richard I. GordonTarrytown
- Adam B. GorlynNew York
- Daniel GrijalvaTarrytown · Certified Financial Planner
- Michael D. HansTarrytown · Chartered Financial Analyst
- Vincenzo IannucciTarrytown
- Karen L. JohnstonTarrytown
- Jeanmarie M. LabonteTarrytown
- Jonathan M. LucenteNew York
- James A. Marks Jr.Tarrytown · Certified Financial Planner
- Moira R. McGlynnTarrytown · Certified Financial Planner
- Margaret L. McGonigleTarrytown · Certified Financial Planner
- Douglas S. MoxhamTarrytown · Certified Financial Planner
- Brian P. NagleTarrytown
- Ka Lai NgTarrytown
- Zoe OasisTarrytown
- Matthew E. OliveiraTarrytown
- Nicholas R. PirrottaTarrytown · Certified Financial Planner
- Jacqueline S. PrescottTarrytown
- Kamaldai RahmanNew York
- Matthew RuffaloTarrytown · Certified Financial Planner, Chartered Financial Analyst
- Alex ScheelTarrytown · Certified Financial Planner
- Mike ShayestehfarTarrytown
- Jonathan B. SotoTarrytown
- Ian J. SternTarrytown
- Robert A. VarrianoTarrytown · Certified Financial Planner
- Darren A. WaldTarrytown
- Adam L. WaldmanTarrytown
- Mitchell WeitzTarrytown · Chartered Financial Analyst
- John WilliamsTarrytown · Certified Financial Planner
Citizens Private Wealth advisors in every state →Citizens Private Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Citizens Private Wealth in other states
Questions
How many Citizens Private Wealth financial advisors are in New York?
53 investment adviser representatives are registered at Citizens Private Wealth offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 91 at the firm nationwide. 21 list the CFP designation and 43 are also registered as broker representatives.
Where in New York does Citizens Private Wealth have the most advisors?
Tarrytown, with 48, then New York (5). Citizens Private Wealth has advisors in 3 cities in New York.
How do I check a Citizens Private Wealth advisor in New York?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Citizens Private Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.