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Financial ADVSR advisor directory · SEC adviser records

Citrin Cooperman Wealth Management, LLC financial advisors in Illinois

Every SEC-registered investment adviser representative at a Citrin Cooperman Wealth Management, LLC office in Illinois, by city and A to Z.

The short answer

4 registered advisors work at Citrin Cooperman Wealth Management, LLC in Illinois, out of 9 nationwide; it's the firm's number 2 state by advisors, and the most are in Chicago (2). 3 list the CFP designation and 0 are also registered broker representatives.

Citrin Cooperman Wealth Management, LLC advisors by city in Illinois

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Chicago 2

Citrin Cooperman Wealth Management, LLC advisors in Illinois, A to Z

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Citrin Cooperman Wealth Management, LLC advisors in every state →Citrin Cooperman Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Citrin Cooperman Wealth Management, LLC in other states

New York 5

Questions

How many Citrin Cooperman Wealth Management, LLC financial advisors are in Illinois?

4 investment adviser representatives are registered at Citrin Cooperman Wealth Management, LLC offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

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

Chicago, with 2. Citrin Cooperman Wealth Management, LLC has advisors in 1 city in Illinois.

How do I check a Citrin Cooperman Wealth Management, LLC advisor in Illinois?

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 Citrin Cooperman Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.