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Citizens Financial Group, Inc.

Direct ShareholderClarfeld Financial Advisors, LLC

About Citizens Financial Group, Inc.

Citizens Financial Group, Inc. is listed as Direct Shareholder at Clarfeld Financial Advisors, LLC in Tarrytown, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Clarfeld Financial Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Citizens Financial Group, Inc. work?

Citizens Financial Group, Inc. is listed as Direct Shareholder at Clarfeld Financial Advisors, LLC on SEC Form ADV.

How much of Clarfeld Financial Advisors, LLC does Citizens Financial Group, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Clarfeld Financial Advisors, LLC

TitleDirect Shareholder
OwnershipOver 75%
Control personYes
Since2005