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Brian Furleiter

Citizens Private Wealth

Tarrytown, NY

CRD 6410563

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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
NY RA APPROVED 2021-04-28
  • NY RA
    APPROVED
    Since 2021-04-28

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
Axa Advisors, Llc. New York NY 02/2015 01/2017
Clarfeld Financial Advisors, Llc Tarrytown NY 01/2017 Present
  • 02/2015 → 01/2017
    Axa Advisors, Llc.
    New York, NY
  • 01/2017 → Present
    Clarfeld Financial Advisors, Llc
    Tarrytown, NY
Previous Registrations
Other Businesses

Self-published book on basketball through Amazon Position: Co-creator Date started: 6.27.2017 Compensation: Royalty payments

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-16
S63 Uniform Securities Agent State Law Examination 2015-05-14
  • S65 Uniform Investment Adviser Law Examination
    2015-09-16
  • S63 Uniform Securities Agent State Law Examination
    2015-05-14
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

PARK AVENUE SECURITIES LLC
FIFTH THIRD WEALTH ADVISORS LLC
BROWNSON, REHMUS & FOXWORTH, INC.

Nearby Investors

THOMAS PALLOGUDIS
MARC A MIRABELLA
STEVEN SWISTAK

Nearby Offices

PARK AVENUE SECURITIES LLC · TARRYTOWN, NY
FIFTH THIRD WEALTH ADVISORS LLC · Tarrytown, NY
BROWNSON, REHMUS & FOXWORTH, INC. · Tarrytown, NY

More in Tarrytown, NY

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