Jeffrey James Egizi

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:

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

Current Employers

Employment History

• 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

• 2017-08-29 → 2022-10-03
  Paladin Advisors, Llc
  Kensington, NH
• 2015-11-17 → 2017-02-27
  Fiduciary Trust International, Llc
  Lincoln, MA

Designations

• Chartered Financial Analyst