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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citrin Cooperman Wealth Management, Lp | New York | NY | 01/2010 | 11/2021 |
| Citrin Cooperman Wealth Management, Llc | New York | NY | 12/2021 | Present |
Citrin Cooperman & Company, LLP; not investment-related; 50 Rockefeller Center, New York, NY 10020; accounting, parent company of Citrin Cooperman Wealth Management, LP; Partner; started 01/2010; approximately 180 hours per month, 90 hours during securities trading hours; accounting and management duties.
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