Citizens Bank, N.A.
Direct OwnershipClarfeld Financial Advisors, LLC
About Citizens Bank, N.A.
Citizens Bank, N.A. is listed as Direct Ownership 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 A
Frequently asked questions
Where does Citizens Bank, N.A. work?
Citizens Bank, N.A. is listed as Direct Ownership at Clarfeld Financial Advisors, LLC on SEC Form ADV.
How much of Clarfeld Financial Advisors, LLC does Citizens Bank, N.A. own?
Form ADV reports a beneficial ownership band of Over 75%.
Clarfeld Financial Advisors, LLC
| Title | Direct Ownership |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2019 |