Julie Ann Ali
Head Of Wealth OperationsClarfeld Financial Advisors, LLCCRD 2936638
About Julie Ann Ali
Julie Ann Ali is listed as Head Of Wealth Operations at Clarfeld Financial Advisors, LLC in Tarrytown, NY. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Clarfeld Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Julie Ann Ali work?
Julie Ann Ali is listed as Head Of Wealth Operations at Clarfeld Financial Advisors, LLC on SEC Form ADV.
How much of Clarfeld Financial Advisors, LLC does Julie Ann Ali own?
Form ADV reports a beneficial ownership band of Under 5%.
Clarfeld Financial Advisors, LLC
| Title | Head Of Wealth Operations |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |