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 11 - 20 of 37 top financial advisors.
11
Tobias M. Tolino
CRD#: 4228477
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

Tobias Tolino (CRD# 4228477) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 10 years of experience in the finance industry.

12
Paul Arbeit
CRD#: 7367631
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

Paul Arbeit (CRD# 7367631) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has 1 year of experience in the finance industry.

13
Corey A. Boucher
CRD#: 7480432
900 Elm Street, Manchester, NH 03101

Corey Boucher (CRD# 7480432) is an Investment Advisor Representative working at Clarfeld in Manchester, NH and has 1 year of experience in the finance industry.

14
Michael Brennan
CRD#: 7368039
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

Michael Brennan (CRD# 7368039) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has 1 year of experience in the finance industry.

15
Gianni Difroscia
CRD#: 7378902
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

Gianni Difroscia (CRD# 7378902) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has 1 year of experience in the finance industry.

16
Peter Dimaria
CRD#: 6150978
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

Peter Dimaria (CRD# 6150978) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 2 years of experience in the finance industry.

17
Christopher M. Falzone
CRD#: 6802183
One Citizens Plaza, Providence, RI 02903

Christopher Falzone (CRD# 6802183) is an Investment Advisor Representative working at Clarfeld in Providence, RI and has over 4 years of experience in the finance industry.

18
William J. Ford
CRD#: 6355087
One Citizens Plaza, Providence, RI 02903

William Ford (CRD# 6355087) is an Investment Advisor Representative working at Clarfeld in Providence, RI and has over 4 years of experience in the finance industry.

19
David M. Friedman
CRD#: 3152351
400 Royal Palm Way, 3rd Floor, Plam Beach, FL 33480

David Friedman (CRD# 3152351) is an Investment Advisor Representative working at Clarfeld in Plam Beach, FL and has over 25 years of experience in the finance industry.

20
George P. Gipp
CRD#: 2915383
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

George Gipp (CRD# 2915383) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 26 years of experience in the finance industry.

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