Financial ADVSR advisor directory · SEC adviser records
Citizens Private Wealth financial advisors in Tarrytown, NY
Every SEC-registered investment adviser representative at a Citizens Private Wealth office in Tarrytown, A to Z.
The short answer
46 registered advisors work at Citizens Private Wealth in Tarrytown, out of 92 at the firm nationwide; it ranks number 1 in the city by advisors. 20 list the CFP designation and 37 are also registered broker representatives.
Citizens Private Wealth advisors in Tarrytown, A to Z
Every Citizens Private Wealth advisor →- Cynthia AlstonAlso a broker rep
- Paul ArbeitCertified Financial Planner · Also a broker rep
- Nicholas H. BanksAlso a broker rep
- Thomas E. BeatyCertified Financial Planner · Also a broker rep
- Hugh W. BeecherAlso a broker rep
- William E. Benjamin IVAlso a broker rep
- Steven E. BertoloCertified Financial Planner · Also a broker rep
- Justin M. BinionAlso a broker rep
- Michael BrennanCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Roy CorrAlso a broker rep
- Jeffrey F. CowleyCertified Financial Planner
- Stephen A. DelgadoChartered Financial Analyst · Also a broker rep
- Megan DiaAlso a broker rep
- Gianni DifrosciaCertified Financial Planner · Also a broker rep
- Harriet C. DowerAlso a broker rep
- Derek EngenCertified Financial Planner, Personal Financial Specialist · Also a broker rep
- Clement FariasAlso a broker rep
- Brian FurleiterCertified Financial Planner
- John P. GaveyCertified Financial Planner · Also a broker rep
- George P. GippCertified Financial Planner, Chartered Financial Analyst
- Richard I. GordonAlso a broker rep
- Daniel GrijalvaCertified Financial Planner · Also a broker rep
- Michael D. HansChartered Financial Analyst
- Vincenzo IannucciAlso a broker rep
- Karen L. JohnstonAlso a broker rep
- Jeanmarie M. LabonteAlso a broker rep
- James A. Marks Jr.Certified Financial Planner · Also a broker rep
- Moira R. McGlynnCertified Financial Planner · Also a broker rep
- Margaret L. McGonigleCertified Financial Planner · Also a broker rep
- Douglas S. MoxhamCertified Financial Planner · Also a broker rep
- Brian P. NagleAlso a broker rep
- Ka Lai NgAlso a broker rep
- Zoe OasisAlso a broker rep
- Matthew E. OliveiraAlso a broker rep
- Nicholas R. PirrottaCertified Financial Planner
- Jacqueline S. PrescottInvestment adviser rep
- Matthew RuffaloCertified Financial Planner, Chartered Financial Analyst
- Alex ScheelCertified Financial Planner · Also a broker rep
- Mike ShayestehfarAlso a broker rep
- Jonathan B. SotoInvestment adviser rep
- Ian J. SternAlso a broker rep
- Robert A. VarrianoCertified Financial Planner
- Darren A. WaldAlso a broker rep
- Adam L. WaldmanAlso a broker rep
- Mitchell WeitzChartered Financial Analyst · Also a broker rep
- John WilliamsCertified Financial Planner · Also a broker rep
Citizens Private Wealth advisors in every city and state →Citizens Private Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Citizens Private Wealth advisors in other cities
Boston, MA 6New York, NY 6Los Angeles, CA 5Naples, FL 5Providence, RI 3Woodcliff Lake, NJ 3Beverly Hills, CA 2Newport Beach, CA 2San Francisco, CA 2Bingham Farms, MI 1Boca Raton, FL 1Camas, WA 1Denver, CO 1Johnston, RI 1Manchester, NH 1
Other firms in Tarrytown
All Tarrytown advisors →LPL Financial LLC 17MML Investors Services, LLC 15Onyx Bridge Wealth Group LLC 13Cetera Investment Advisers LLC 12Citizens Securities, Inc. 9Commonwealth Financial Network 9Fifth Third Wealth Advisors LLC 4Park Avenue Securities LLC 4J.P. Morgan Securities LLC 3Osaic Wealth, Inc. 3
Questions
How many financial advisors does Citizens Private Wealth have in Tarrytown?
46 investment adviser representatives are registered at Citizens Private Wealth offices in Tarrytown, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 92 nationwide. 20 list the CFP designation and 37 are also registered as broker representatives.
Is Citizens Private Wealth one of the largest advisor employers in Tarrytown?
Citizens Private Wealth ranks number 1 in Tarrytown by registered advisors, ahead of LPL Financial LLC (17).
How do I check a Citizens Private Wealth advisor in Tarrytown?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.