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CLARFELD FINANCIAL ADVISORS, LLC
CLARFELD FINANCIAL ADVISORS, LLC
CLARFELD
TARRYTOWN, New York
·
11 registered advisors
·
CRD# 106743
SEC# 801-40835
31
914-846-0100
01
Firm Overview
AUM
$12.7B
Regulatory assets under management
Employees
160
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at CLARFELD FINANCIAL ADVISORS, LLC
11 registered advisors
Anthony Lorenzo Schembri
TARRYTOWN, New York
CRD# 5104406
David Howard Shore
TARRYTOWN, New York
CRD# 2106767
Donna Marie Cuiffo
TARRYTOWN, New York
CRD# 4355727
Frank Armand Sisti
TARRYTOWN, New York
CRD# 4631576
Jose Alberto Reynoso
TARRYTOWN, New York
CRD# 2746398
Joy Melanie Soodik
TARRYTOWN, New York
CRD# 4355730
Michael D Hans
TARRYTOWN, New York
CRD# 5583273
Paul James Wrobleski
TARRYTOWN, New York
CRD# 4355708
Richard Tino Suarez
TARRYTOWN, New York
CRD# 4355722
Robert Alan Clarfeld
TARRYTOWN, New York
CRD# 4351856
Robert Anthony Varriano
TARRYTOWN, New York
CRD# 4355712
05
Office Locations
TARRYTOWN, New York
11 advisors
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Data sourced from SEC Form ADV filings. CLARFELD FINANCIAL ADVISORS, LLC (CRD# 106743) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.