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Citrin Cooperman Wealth Management, LLC CRD 317528
$1.70B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
50 Rockefeller Plaza, New York, NY 10020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-12 |
| NY | RA | APPROVED | 2022-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Milwaukee | WI | 08/2016 | 01/2020 |
| Albert Investments, Llc | Culver City | CA | 01/2020 | 12/2021 |
| Albert Securities, Llc. | Culver City | CA | 01/2021 | 12/2021 |
| Albert Corporation | Culver City | CA | 01/2020 | 12/2021 |
| Citrin Cooperman Wealth Management, Llc | New York | NY | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
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