CLARFELD FINANCIAL ADVISORS, LLC

CLARFELD
TARRYTOWN, New York·6 registered advisors·CRD# 106743
SEC# 801-4083531914-846-0100
01

Firm Overview

AUM
$12.7B
Regulatory assets under management
Employees
160
Total firm employees
Advisors
6
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 ManagementWealth Management
04

Advisors at CLARFELD FINANCIAL ADVISORS, LLC

6 registered advisors
David Howard Shore
TARRYTOWN, New York
Frank Armand Sisti
TARRYTOWN, New York
Jose Alberto Reynoso
TARRYTOWN, New York
Michael D Hans
TARRYTOWN, New York
CFA
Richard Tino Suarez
TARRYTOWN, New York
Robert Anthony Varriano
TARRYTOWN, New York
05

Office Locations

TARRYTOWN, New York
6 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.