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Robert A Varriano

Citizens Private Wealth

Tarrytown, NY

CRD 4355712

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Employer firm

Citizens Private Wealth CRD 106743

$16.6B regulatory AUM 2,567 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Citizens Private Wealth

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-30
  • NY RA
    APPROVED
    Since 2021-03-30

Branch Locations

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
Clarfeld Financial Advisors, Inc Tarrytown NY 06/1990 Present
  • 06/1990 → Present
    Clarfeld Financial Advisors, Inc
    Tarrytown, NY
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Robert A Varriano
  • Robert Anthony Varriano

View on SEC IAPD

Nearby Firms

PARK AVENUE SECURITIES LLC
FIFTH THIRD WEALTH ADVISORS LLC
BROWNSON, REHMUS & FOXWORTH, INC.

Nearby Investors

THOMAS PALLOGUDIS
MARC A MIRABELLA
STEVEN SWISTAK

Nearby Offices

PARK AVENUE SECURITIES LLC · TARRYTOWN, NY
FIFTH THIRD WEALTH ADVISORS LLC · Tarrytown, NY
BROWNSON, REHMUS & FOXWORTH, INC. · Tarrytown, NY

More in Tarrytown, NY

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