Clarfeld

Clarfeld (CRD# 106743) is a financial advisory firm headquartered in Tarrytown, NY. They manage $4,575,083,000 in 3,064 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,575
    MILLION
  • Total Number of Accounts
    3,064
    ACCOUNTS
  • Average Account Value
    $1,493,173
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA

Financial Advisors at Clarfeld
Showing 1 - 10 of 36 top financial advisors.
1
Visonja Andrianopoulos
CRD#: 6161578
1330 Boylston Street, Chestnut Hill, MA 02467

Visonja Andrianopoulos (CRD# 6161578) is an Investment Advisor Representative working at Clarfeld in Chestnut Hill, MA and has over 7 years of experience in the finance industry.

2
Steven E. Bertolo
CRD#: 2727156
525 William Penn, Pittsburg, PA 15219

Steven Bertolo (CRD# 2727156) is an Investment Advisor Representative working at Clarfeld in Pittsburg, PA and has over 20 years of experience in the finance industry. Steven Bertolo 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
Peter A. Carnathan
CRD#: 2614538
8614 Westwood Center Drive, Suite 250, Vienna, VA 22182

Peter Carnathan (CRD# 2614538) is an Investment Advisor Representative working at Clarfeld in Vienna, VA and has over 25 years of experience in the finance industry. Peter Carnathan 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.

4
Yvonne Downes
CRD#: 4141976
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

Yvonne Downes (CRD# 4141976) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 3 years of experience in the finance industry.

5
David A. Erlich
CRD#: 4764150
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

David Erlich (CRD# 4764150) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 16 years of experience in the finance industry.

6
John J. Fitzgerald
CRD#: 4071756
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

John Fitzgerald (CRD# 4071756) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 11 years of experience in the finance industry.

7
Heather S. Furdyna
CRD#: 4984950
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

Heather Furdyna (CRD# 4984950) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 14 years of experience in the finance industry.

8
Dallis K. Goodson
CRD#: 6268045
One Citizens Plaza, Providence, RI 02903

Dallis Goodson (CRD# 6268045) is an Investment Advisor Representative working at Clarfeld in Providence, RI and has over 6 years of experience in the finance industry. Dallis Goodson 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.

9
Paul L. Hagen
CRD#: 4127194
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

Paul Hagen (CRD# 4127194) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 9 years of experience in the finance industry.

10
Eric J. Hajduk
CRD#: 6115501
525 William Penn Place, Ms: Pfw080, Pittsburgh, PA 15219

Eric Hajduk (CRD# 6115501) is an Investment Advisor Representative working at Clarfeld in Pittsburgh, PA and has over 7 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.