1 Cover Page CLARFELD FINANCIAL ADVISORS,LLC Disclosure Brochure Form ADV Part 2A April 18, 2024 520 White Plains Road Tarrytown, New York 10591 Telephone: (914) 846-0100 www.Citizensbank....
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Item 1 — Introduction Clarfeld Financial Advisors, LLC, a subsidiary of Citizens Bank, N.A. (“we” or “us”), is registered with the U.S. Securities and Exchange Commission...
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The Clarfeld Report INVESTMENT QUARTERLY 1Q 2024 REVIEW SECURITIES, INVESTMENTS AND INSURANCE... their financial health. As expectations for rate cuts in 2024 were adjusted, the potential...
The Clarfeld Report INVESTMENT QUARTERLY 4Q 2023 REVIEW 2 THE CLARFELD REPORT | 4Q 2023 REVIEW Figure 1. Annual and... 3THE CLARFELD REPORT | 4Q 2023 REVIEW Figure 2. Model Portfolio...
, Clarfeld Financial Advisors, LLC, Estate Preservation Services, LLC, College Raptor, Inc. and other banks or companies that may be acquired or established from time to time. Those...
Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC...
, Clarfeld Financial Advisors, LLC, Estate Preservation Services, LLC, and other banks or companies that may be acquired or established from time to time. Those companies may also conduct...
and its family of companies, including Citizens Bank, N.A., Citizens Securities, Inc., Clarfeld Financial Advisors, LLC, Estate Preservation Services, LLC, and other banks or companies that...