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Jeffrey James Egizi

Citizens Private Wealth

Tarrytown, NY

Portsmouth, NH

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Current Employers
Citizens Private Wealth

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2022-10-03
TX RA APPROVED 2022-10-03
  • NH RA
    APPROVED
    Since 2022-10-03
  • TX RA
    APPROVED
    Since 2022-10-03

Branch Locations

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

134 Pleasant Street, Portsmouth, NH 03801 • 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
Athena Capital Advisors Llc Lincoln MA 02/2008 02/2017
Kpf Global Investment Strategies/Paladin Advisors, Llc Kensington NH 03/2017 09/2022
Clarfeld Financial Advisors, Llc Kensington NH 09/2022 Present
  • 02/2008 → 02/2017
    Athena Capital Advisors Llc
    Lincoln, MA
  • 03/2017 → 09/2022
    Kpf Global Investment Strategies/Paladin Advisors, Llc
    Kensington, NH
  • 09/2022 → Present
    Clarfeld Financial Advisors, Llc
    Kensington, NH
Previous Registrations
Designations

View on SEC IAPD

Other Firms

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

More in Tarrytown, NY

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