Clarfeld
Clarfeld (CRD# 106743) is a financial advisory firm headquartered in Tarrytown, NY. They manage $9,515,889,000 in 4,456 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management9,516MILLION
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Total Number of Accounts4,456ACCOUNTS
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Average Account Value$2,135,523
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, TX, VA, VT, WA, WY
Thomas Beaty (CRD# 3081882) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 25 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 24 years of experience in the finance industry.
Jeffrey Egizi (CRD# 6572767) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has 1 year of experience in the finance industry.
Brian Furleiter is a financial consultant specializing in private wealth management and tax-efficient investing.
Mr. Furleiter implements investment strategies to assist clients in reaching their respective short, mid, and long-term financial and retirement goals.
Paul Hagen (CRD# 4127194) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 13 years of experience in the finance industry.
Karen Johnston (CRD# 4539178) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 20 years of experience in the finance industry.
James Marks (CRD# 4632848) is an Investment Advisor Representative working at Clarfeld in Pittsburgh, PA and has over 19 years of experience in the finance industry.
Sean McMullen (CRD# 5962891) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 10 years of experience in the finance industry.
Douglas Moxham (CRD# 4412013) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 22 years of experience in the finance industry.
Lester Satlow (CRD# 4548345) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has 1 year of experience in the finance industry.