Citrin Cooperman Wealth Management, LP

Citrin Cooperman Wealth Management, LP (CRD# 146374) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,564,516,629 in 1,352 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,565
    MILLION
  • Total Number of Accounts
    1,352
    ACCOUNTS
  • Average Account Value
    $1,157,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MD, NJ, NY, PA

Financial Advisors at Citrin Cooperman Wealth Management, LP
Showing 1 - 5 of 5 top financial advisors.
1
Bradley P. Pike
CRD#: 4174652
1800 Jfk Boulevard, Philadelphia, PA 19103
96
Wealthminder
score

Bradley Pike (CRD# 4174652) is an Investment Advisor Representative working at Citrin Cooperman Wealth Management, LP in Philadelphia, PA and has over 6 years of experience in the finance industry.

2
David J. Pilaitis
CRD#: 2829596
1800 Jfk Boulevard, Philadelphia, PA 19103
96
Wealthminder
score

David Pilaitis (CRD# 2829596) is an Investment Advisor Representative working at Citrin Cooperman Wealth Management, LP in Philadelphia, PA and has over 19 years of experience in the finance industry. David Pilaitis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
David B. Bruckman
CRD#: 4419254
529 Fifth Avenue, New York, NY 10017
93
Wealthminder
score

David Bruckman (CRD# 4419254) is an Investment Advisor Representative working at Citrin Cooperman Wealth Management, LP in New York, NY and has over 15 years of experience in the finance industry.

4
Samuel H. Pemberton
CRD#: 5628497
1800 Jfk Boulevard, Philadelphia, PA 19103
93
Wealthminder
score

Samuel Pemberton (CRD# 5628497) is an Investment Advisor Representative working at Citrin Cooperman Wealth Management, LP in Philadelphia, PA and has over 6 years of experience in the finance industry.

5
Alan H. Mandeloff
CRD#: 4578901
1800 Jfk Boulevard, Philadelphia, PA 19103
90
Wealthminder
score

Alan Mandeloff (CRD# 4578901) is an Investment Advisor Representative working at Citrin Cooperman Wealth Management, LP in Philadelphia, PA and has 1 year of experience in the finance industry. Alan Mandeloff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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