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Financial ADVSR advisor directory · SEC adviser records

Citrin Cooperman Wealth Management, LLC financial advisors

Every SEC-registered investment adviser representative at Citrin Cooperman Wealth Management, LLC, by the state and city of the office they work from.

9 registered advisors work at Citrin Cooperman Wealth Management, LLC, in 4 states and 4 cities; the most are in New York, NY (5). 5 list the CFP designation and 0 are also registered broker representatives.

Search every Citrin Cooperman Wealth Management, LLC advisor by name →Who joined and left Citrin Cooperman Wealth Management, LLC →Citrin Cooperman Wealth Management, LLC: assets, clients and custodians →

Cities with the most Citrin Cooperman Wealth Management, LLC advisors

New York, NY 5Chicago, IL 2Largo, FL 1Salem, IN 1

Citrin Cooperman Wealth Management, LLC advisors by state

Citrin Cooperman Wealth Management, LLC in New York 5

New York 5

Citrin Cooperman Wealth Management, LLC in Illinois 2

Chicago 2

Citrin Cooperman Wealth Management, LLC in Florida 1

Largo 1

Citrin Cooperman Wealth Management, LLC in Indiana 1

Salem 1

Questions

How many financial advisors does Citrin Cooperman Wealth Management, LLC have?

9 investment adviser representatives are registered with Citrin Cooperman Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 4 cities. 5 list the CFP designation and 0 are also registered as broker representatives.

Where does Citrin Cooperman Wealth Management, LLC have the most advisors?

New York, NY, with 5 registered advisors, then Chicago, IL (2). By state, New York has the most, with 5.

How do I find a Citrin Cooperman Wealth Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Citrin Cooperman Wealth Management, LLC advisor registered at an office there. Each one 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. An advisor registered at Citrin Cooperman Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →