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
Matthew Ruffalo (CRD# 5610293) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 14 years of experience in the finance industry.
Frank Sisti (CRD# 4631576) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has 1 year of experience in the finance industry.
Jonathan Smith (CRD# 5102615) is an Investment Advisor Representative working at Clarfeld in Pittsburgh, PA and has over 18 years of experience in the finance industry.
Matthew Smith (CRD# 5164276) is an Investment Advisor Representative working at Clarfeld in Providence, RI and has over 17 years of experience in the finance industry.
Richard Suarez (CRD# 4355722) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has 1 year of experience in the finance industry.
Robert Varriano (CRD# 4355712) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has 1 year of experience in the finance industry.
Marcus Williams (CRD# 6197058) is an Investment Advisor Representative working at Clarfeld in New York, NY and has over 10 years of experience in the finance industry.