Clarfeld Financial Advisors LLC

Clarfeld Financial Advisors LLC, a DE Limited Liability Company, has been providing expert financial advice since 1992 with an impressive employee base of 80. The firm's advisory team comprises of 40 professionals who cater to the needs of 658 clients, and remains registered with the SEC, as recently noted on Feb 20, 1992.

• ANTHONY LORENZO SCHEMBRI

  DIRECTOR OF INVESTMENT OPERATIONS owns less than 5%

• CITIZENS BANK, N.A.

  DIRECT OWNERSHIP owns 75% or more

• DONNA MARIE CUIFFO

  VICE PRESIDENT,CHIEF FINANCIAL OFFICER owns less than 5%

• FRANK ARMAND SISTI

  MANAGING DIRECTOR AND FINANCIAL ADVISOR owns less than 5%

• JOSE ALBERTO REYNOSO

  VICE PRESIDENT, DIRECTOR OF ADVANCED TAX & ESTATE PLANNING owns less than 5%

• JOY MELANIE SOODIK

  SECRETARY/TREASURER & CHIEF COMPLIANCE OFFICER owns less than 5%

• RICHARD TINO SUAREZ

  VICE PRESIDENT, DIRECTOR OF INVESTMENT SERVICES owns less than 5%

• ROBERT ALAN CLARFELD

  CHAIRMAN,PRESIDENT,CHIEF EXECUTIVE OFFICER owns less than 5%

• ROBERT ANTHONY VARRIANO

  VICE PRESIDENT, DIRECTOR OF FINANCIAL SERVICES owns less than 5%

• CITIZENS FINANCIAL GROUP, INC.

  DIRECT SHAREHOLDER owns 75% or more

• Harvey Partners LLC