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Current Employers
Citrin Cooperman Wealth Management, Llc

50 Rockefeller Plaza, New York, NY 10020 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-12-15
  • NY RA
    APPROVED
    Since 2021-12-15

Branch Locations

50 Rockefeller Plaza, New York, NY 10020 • 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
Citrin Cooperman Wealth Management, Lp New York NY 08/2013 11/2021
Citrin Cooperman Wealth Management, Llc New York NY 12/2021 Present
Previous Registrations
  • 2021-08-16 → 2021-12-23
    Citrin Cooperman Wealth Management, Lp
    New York, NY
Other Businesses

Citrin Cooperman & Co. LLP; not investment-related; 50 Rockefeller Center, New York, NY 10020; accounting; Partner; started 2013; approximately 60 hours per month, all during securities trading hours; practice leader of Entertainment, Music and Sports, and servicing clients in business management and family office services which include, but not limited to, tax planning and compliance, accounting, financial oversight and reporting.

View on SEC IAPD

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