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Jose Alberto Reynoso

CLARFELD FINANCIAL ADVISORS, LLC·TARRYTOWN, New York
Series 7, Series 63Clean record5 years registeredCLARFELD FINANCIAL ADVISORS, LLC
520 WHITE PLAINS ROAD, TARRYTOWN, NY 10591CRD# 2746398Firm CRD# 106743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jose Alberto Reynoso · TARRYTOWN, NY
Registration
CRD #2746398 · CLARFELD FINANCIAL ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT TRAIL ADVISORS, LLC
May 2025 – present
CLARFELD
Mar 2021 – Oct 2024
TARRYTOWN, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · March 27, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLARFELD FINANCIAL ADVISORS, LLC
CRD 106743 · SEC 801-40835
AUM
$12.7B
Regulatory assets under management
Employees
160
7,305 client accounts
Services offered by CLARFELD FINANCIAL ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CLARFELD FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Jose Alberto Reynoso offer?
Jose Alberto Reynoso specializes in Investment Management, Wealth Management. Contact their office in TARRYTOWN, New York for a consultation.
What are Jose Alberto Reynoso's credentials?
Jose Alberto Reynoso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jose Alberto Reynoso located?
Jose Alberto Reynoso is based in TARRYTOWN, New York, working with CLARFELD FINANCIAL ADVISORS, LLC. Their office serves clients in the TARRYTOWN metropolitan area and surrounding communities.
How does Jose Alberto Reynoso charge for services?
Jose Alberto Reynoso's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARFELD FINANCIAL ADVISORS, LLC?
CLARFELD FINANCIAL ADVISORS, LLC has approximately 160 employees and manages $12.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLARFELD FINANCIAL ADVISORS, LLC

David Howard Shore
TARRYTOWN, NY
Frank Armand Sisti
TARRYTOWN, NY
Michael D Hans
TARRYTOWN, NY
CFA
Richard Tino Suarez
TARRYTOWN, NY
Robert Anthony Varriano
TARRYTOWN, NY

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