Richard Tino Suarez

Employer firm

Midfield Private Wealth, LLC CRD 343256

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1996 → 07/2026
  Clarfeld Financial Advisors, Inc.
  Tarrytown, NY
• 07/2026 → Present
  Midfield Private Wealth, Llc
  White Plains, NY

Previous Registrations

• 2021-03-30 → 2026-07-14
  Citizens Private Wealth
  Tarrytown, NY
• 2003-02-03 → 2005-12-21
  Citizens Private Wealth
  Tarrytown, NY

Other Businesses

CURRENTLY HOLDS THE FOLLOWING POSITIONS: BOARD OF DIRECTORS AND CHAIR OF AUDIT COMMITTEE OF THE BRETTON WOODS COMMITTEEE, A NOT FOR PROFIT CORPORATION. BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE OF THE BOYS AND GIRLS CLUB OF NORTHERN WESTCHESTER, A NOT FOR PROFIT ORGANIZATION. BOARD OF DIRECTORS FOR BIONIC SIGHT, A MEDICAL RESEARCH COMPANY.

Designations

• Certified Financial Planner

Other Names

• Richard T Suarez
• Rick Suarez
• Richard Tino Suarez
• Richard Suarez