Clarfeld Financial Advisors LLC

Overview

Clarfeld Financial Advisors, LLC is the registrant’s exact legal name, with CRD# 106743 and SEC file number 801-40835.¹ The firm conducts advisory business under the name Citizens Private Wealth.¹ It specializes in investment advisory services.¹

History

The firm states that it has been in business since 1981.¹ It states that it became registered as an Investment Adviser Firm in February 1992.¹

Timeline

1. 1981The firm states that it has been in business since 1981.
2. 1992It states that it became registered as an Investment Adviser Firm in February 1992.

Services

The firm provides discretionary investment management.¹ It also provides nondiscretionary investment management.¹ The firm may provide limited investment consulting services on a fee basis.¹ At a client’s request, it recommends Citizens Bank, N.A. services that include banking, personal financial planning, advanced estate planning, tax planning and preparation, family-office bill paying, trust administration and asset protection.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Administration and bill pay

Client focus

The firm lists individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations among its advisory clients.¹

Investment philosophy and approach

The firm says its investment platform establishes long-term asset allocations around clients’ lifestyle goals and cash-flow needs.¹ It says the platform uses open architecture and may select any investment manager when no undisclosed conflict results.¹ Managers are selected based on management, philosophy, process and track record.¹ The firm may tactically change long-term allocations when market or macroeconomic conditions warrant.¹

FAQs

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Sources

1. 2024 Form ADV , accessed October 23, 2026; facts as of the 2024 filing.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.