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).
-
Total Assets Under Management4,575MILLION
-
Total Number of Accounts3,064ACCOUNTS
-
Average Account Value$1,493,173
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.