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Jonathan Bennassar Soto

Citizens Private Wealth

Boca Raton, FL

Tarrytown, NY

CRD 7273255

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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
FL RA APPROVED 2024-10-15
  • FL RA
    APPROVED
    Since 2024-10-15

Branch Locations

1 N. Federal Hwy 5Th Floor, Boca Raton, FL 33432 • United States

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 Llc West Palm Beach FL 10/2024 Present
Citizens Bank Na West Palm Beach FL 10/2024 Present
Fifth Third Bank Boca Raton FL 07/2019 10/2024
Bny Fort Lauderdale FL 01/2008 06/2019
  • 10/2024 → Present
    Clarfeld Financial Advisors Llc
    West Palm Beach, FL
  • 10/2024 → Present
    Citizens Bank Na
    West Palm Beach, FL
  • 07/2019 → 10/2024
    Fifth Third Bank
    Boca Raton, FL
  • 01/2008 → 06/2019
    Bny
    Fort Lauderdale, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-28
  • S65 Uniform Investment Adviser Law Examination
    2024-05-28

View on SEC IAPD

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