Unclaimed Profile

Michael D Hans

CLARFELD FINANCIAL ADVISORS, LLC·TARRYTOWN, New York

Series 7, Series 66CFAClean record15 years registeredCLARFELD FINANCIAL ADVISORS, LLC

520 WHITE PLAINS ROAD, TARRYTOWN, NY 10591CRD# 5583273Firm CRD# 106743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael D Hans · TARRYTOWN, NY

Registration

CRD #5583273 · CLARFELD FINANCIAL ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

CITIZENS SECURITIES, INC.

Nov 2024 – present

CITIZENS PRIVATE WEALTH

Jun 2021 – present

CALTON & ASSOCIATES, INC.

Aug 2012 – Dec 2012

TEANECK, NJ

FINANCIAL NETWORK INVESTMENT CORPORATION

Jun 2011 – Sep 2012

TEANECK, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 3, 2011

Years registered · 15

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

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

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 →

Introduction

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Frequently Asked Questions

What services does Michael D Hans offer?

Michael D Hans specializes in Investment Management, Wealth Management. Contact their office in TARRYTOWN, New York for a consultation.

What are Michael D Hans's credentials?

Michael D Hans holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael D Hans located?

Michael D Hans 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 Michael D Hans charge for services?

Michael D Hans'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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