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).

By the Numbers
  • Total Assets Under Management
    9,516
    MILLION
  • Total Number of Accounts
    4,456
    ACCOUNTS
  • Average Account Value
    $2,135,523
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
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Clarfeld
Showing 1 - 10 of 37 top financial advisors.
1
Thomas E. Beaty
CRD#: 3081882
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

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.

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 24 years of experience in the finance industry.

3
Jeffrey J. Egizi
CRD#: 6572767
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

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.

4
Brian Furleiter
CRD#: 6410563
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

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.

5
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 13 years of experience in the finance industry.

6
Karen L. Johnston
CRD#: 4539178
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

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.

7
James A. Marks
CRD#: 4632848
525 William Penn Place, Ms: Pw655, Pittsburgh, PA 15259

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.

8
Sean M. McMullen
CRD#: 5962891
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

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.

9
Douglas S. Moxham
CRD#: 4412013
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

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.

10
Lester Satlow
CRD#: 4548345
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

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.

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