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Matthew Ruffalo

Citizens Private Wealth

Tarrytown, NY

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Current Employers
Citizens Private Wealth

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-30
  • NY RA
    APPROVED
    Since 2021-06-30

Branch Locations

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
Citizens Private Wealth Tarrytown NY 02/2015 Present
Citizens Securities, Inc., Tarrytown NY 10/2024 Present
Citizens Bank Tarrytown NY 02/2015 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-21
  • S66 Uniform Combined State Law Examination
    2009-05-21
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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