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Citizens Private Wealth CRD 106743
$16.6B regulatory AUM 2,567 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-15 |
Branch Locations
520 White Plains Road 3Rd Floor, Tarrytown, NY 10591 • United States
1 N. Federal Hwy 5Th Floor, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Union Securities, Inc-Isg | Lake Worth | FL | 03/2002 | 10/2024 |
| Clarfeld Financial Advisors Llc | Boca Raton | FL | 10/2024 | Present |
| Citizens Bank Na | Boca Raton | FL | 10/2024 | Present |
| Fifth Third Bank | Boca Raton | FL | 07/2020 | 10/2024 |
| Bny Mellon | Palm Beach Gardens Bch | FL | 03/2007 | 07/2020 |
| Citizens Securities, Inc. | Boca Raton | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
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