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Richard Tino Suarez

CLARFELD FINANCIAL ADVISORS, LLC·TARRYTOWN, New York
Clean record23 years registeredCLARFELD FINANCIAL ADVISORS, LLC
520 WHITE PLAINS ROAD, TARRYTOWN, NY 10591CRD# 4355722Firm CRD# 106743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Tino Suarez · TARRYTOWN, NY
Registration
CRD #4355722 · CLARFELD FINANCIAL ADVISORS, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

CITIZENS PRIVATE WEALTH
Mar 2021 – present
CLARFELD FINANCIAL ADVISORS INC
Feb 2003 – Dec 2005
TARRYTOWN, NY
02

Registrations & Exams

Registration record
First registered · February 3, 2003
Years registered · 23
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 Richard Tino Suarez offer?
Richard Tino Suarez specializes in Investment Management, Wealth Management. Contact their office in TARRYTOWN, New York for a consultation.
What are Richard Tino Suarez's credentials?
Richard Tino Suarez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Tino Suarez located?
Richard Tino Suarez 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 Richard Tino Suarez charge for services?
Richard Tino Suarez'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

Jose Alberto Reynoso
TARRYTOWN, NY
David Howard Shore
TARRYTOWN, NY
Michael D Hans
TARRYTOWN, NY
CFA
Frank Armand Sisti
TARRYTOWN, NY
Robert Anthony Varriano
TARRYTOWN, NY

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