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
Daniel Grijalva (CRD# 7375199) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has 1 year of experience in the finance industry.
Robert Hannon (CRD# 6861050) is an Investment Advisor Representative working at Clarfeld in Manchester, NH and has over 7 years of experience in the finance industry.
Michael Hans (CRD# 5583273) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 14 years of experience in the finance industry.
Michael McCourt (CRD# 3182699) is an Investment Advisor Representative working at Clarfeld in Fort Washington, PA and has over 4 years of experience in the finance industry.
Kaitlin Oliveira (CRD# 5819570) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 13 years of experience in the finance industry.
Krista Pankopf (CRD# 7839428) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has 1 year of experience in the finance industry.
Evelyn Pepe (CRD# 7374069) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has 1 year of experience in the finance industry.
Martina Pfeuffer (CRD# 5914469) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 12 years of experience in the finance industry.
Nicholas Pirrotta (CRD# 7378909) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has 1 year of experience in the finance industry.
Jose Reynoso (CRD# 2746398) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 27 years of experience in the finance industry.