| 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 |
| Purpose: | REGISTERED INVESTMENT ADVISOR |
| Fictitious names: |
Clarfeld Citizens Private Wealth (trading name, 2020-02-28 - ) |
| Principal Address: |
520 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591, USA
|
NAICS
523110 Investment Banking and Securities DealingThis industry comprises establishments primarily engaged in underwriting, originating, and/or maintaining markets for issues of securities. Investment bankers act as principals (i.e., investors who buy or sell on their own account) in firm commitment transactions or act as agents in best effort and standby commitments. This industry also includes establishments acting as principals in buying or selling securities generally on a spread basis, such as securities dealers or stock option dealers. 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 |
Date of last update: 13 May 2025
Sources: Rhode Island Department of State
