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Alan Harry Mandeloff

CITRIN COOPERMAN WEALTH MANAGEMENT, LP·PHILADELPHIA, Pennsylvania
Clean record31 years registeredCITRIN COOPERMAN WEALTH MANAGEMENT, LP
1800 JFK BOULEVARD, PHILADELPHIA, PA 19103CRD# 4578901Firm CRD# 146374

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Harry Mandeloff · PHILADELPHIA, PA
Registration
CRD #4578901 · CITRIN COOPERMAN WEALTH MANAGEMENT, LP · 31 years registered
Brand Profile
Not yet started
01

Career History

UNITED CAPITAL FINANCIAL ADVISORS
Dec 2025 – present
APEXIUM FINANCIAL LP
Apr 2017 – Dec 2025
PHILADELPHIA, PA
CITRIN COOPERMAN WEALTH MANAGEMENT, LP
Mar 2009 – Dec 2016
NEW YORK, NY
YMSR ADVISORS, INC.
Dec 1994 – Dec 2008
PHILADELPHIA, PA
02

Registrations & Exams

Registration record
First registered · December 4, 1994
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CITRIN COOPERMAN WEALTH MANAGEMENT, LP
CRD 146374 · SEC 801-69013
AUM
$1.5B
Regulatory assets under management
Employees
3
709 client accounts
Services offered by CITRIN COOPERMAN WEALTH MANAGEMENT, LP
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CITRIN COOPERMAN WEALTH MANAGEMENT, LP →
Introduction

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Frequently Asked Questions

What services does Alan Harry Mandeloff offer?
Alan Harry Mandeloff specializes in Financial Planning, Investment Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Alan Harry Mandeloff's credentials?
Alan Harry Mandeloff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Harry Mandeloff located?
Alan Harry Mandeloff is based in PHILADELPHIA, Pennsylvania, working with CITRIN COOPERMAN WEALTH MANAGEMENT, LP. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Alan Harry Mandeloff charge for services?
Alan Harry Mandeloff's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CITRIN COOPERMAN WEALTH MANAGEMENT, LP?
CITRIN COOPERMAN WEALTH MANAGEMENT, LP has approximately 3 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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