| Name: | Clarfeld Financial Advisors, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 28 Feb 2020 (5 years ago) |
| Identification Number: | 001705425 |
| Place of Formation: | DELAWARE |
| Principal Address: | 520 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591, USA |
| Purpose: | REGISTERED INVESTMENT ADVISOR |
| Fictitious names: |
Clarfeld Citizens Private Wealth (trading name, 2020-02-28 - ) |
NAICS
524210 Insurance Agencies and BrokeragesThis industry comprises establishments primarily engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
| Name | Role | Address |
|---|---|---|
| GARY A. ASHJIAN | MANAGER | 28 STATE STREET BOSTON, MA 02109 USA |
| Number | Name | File Date |
|---|---|---|
| 202453478210 | Annual Report | 2024-05-01 |
| 202334075910 | Annual Report | 2023-04-26 |
| 202216678440 | Annual Report | 2022-05-02 |
| 202101908500 | Annual Report | 2021-09-22 |
| 202035554570 | Application for Registration | 2020-02-28 |
| 202035555180 | Fictitious Business Name Statement | 2020-02-28 |
Date of last update: 27 Oct 2024
Sources: Rhode Island Department of State
