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Tobias M Tolino

Citizens Private Wealth

Tarrytown, NY

Tarrytown, NY

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Current Employers
Citizens Private Wealth

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2020-01-09
TX RA APPROVED 2020-01-09
  • CT RA
    APPROVED
    Since 2020-01-09
  • TX RA
    APPROVED
    Since 2020-01-09

Branch Locations

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Richter Bober Asset Management, Llc Darien CT 01/2013 11/2019
Citizens Private Wealth Tarrytown NY 01/2020 Present
Citizens Securities, Inc Tarrytown NY 10/2025 Present
Citizens Bank Tarrytown NY 10/2025 Present
  • 01/2013 → 11/2019
    Richter Bober Asset Management, Llc
    Darien, CT
  • 01/2020 → Present
    Citizens Private Wealth
    Tarrytown, NY
  • 10/2025 → Present
    Citizens Securities, Inc
    Tarrytown, NY
  • 10/2025 → Present
    Citizens Bank
    Tarrytown, NY
Previous Registrations
  • 2013-04-22 → 2019-12-31
    Richter Bober Asset Management, Llc
    Darien, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-17
  • S65 Uniform Investment Adviser Law Examination
    2013-04-17

View on SEC IAPD

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MARTONE CAPITAL MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
DISCIPLINE WEALTH SOLUTIONS, INC.
LPL FINANCIAL LLC

Other Investors

THOMAS PALLOGUDIS
MARC A MIRABELLA
STEVEN SWISTAK
BRUCE P FOGWELL
James Henry Booth
DEBORAH S BECKER
Douglas Richard Strahle
Dylan Tuttle

Other Offices

PARK AVENUE SECURITIES LLC · TARRYTOWN, NY
FIFTH THIRD WEALTH ADVISORS LLC · Tarrytown, NY
BROWNSON, REHMUS & FOXWORTH, INC. · Tarrytown, NY
THE CAPITAL PRESERVE, INC. · TARRYTOWN, NY
MARTONE CAPITAL MANAGEMENT, INC. · TARRYTOWN, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Tarrytown, NY
DISCIPLINE WEALTH SOLUTIONS, INC. · TARRYTOWN, NY
LPL FINANCIAL LLC · TARRYTOWN, NY

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