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David Howard Shore

Chief Compliance OfficerClarfeld Financial Advisors, LLCCRD 2106767

About David Howard Shore

David Howard Shore is listed as Chief Compliance Officer at Clarfeld Financial Advisors, LLC in Tarrytown, NY. Form ADV reports a beneficial ownership band of Under 5%. David Howard Shore is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Clarfeld Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Howard Shore work?

David Howard Shore is listed as Chief Compliance Officer at Clarfeld Financial Advisors, LLC on SEC Form ADV.

How much of Clarfeld Financial Advisors, LLC does David Howard Shore own?

Form ADV reports a beneficial ownership band of Under 5%.

Clarfeld Financial Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2023
View Clarfeld Financial Advisors, LLC →

Citizens Securities, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2018
View Citizens Securities, Inc. →

Citizens Investment Advisors

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2018
View Citizens Investment Advisors →