Kevin John Carvalho
ControllerClarfeld Financial Advisors, LLCCRD 6115556
About Kevin John Carvalho
Kevin John Carvalho is listed as Controller at Clarfeld Financial Advisors, LLC in Tarrytown, NY. Form ADV reports a beneficial ownership band of Under 5%. Kevin John Carvalho is associated with 2 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 Kevin John Carvalho work?
Kevin John Carvalho is listed as Controller at Clarfeld Financial Advisors, LLC on SEC Form ADV.
How much of Clarfeld Financial Advisors, LLC does Kevin John Carvalho own?
Form ADV reports a beneficial ownership band of Under 5%.
Clarfeld Financial Advisors, LLC
| Title | Controller |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Citizens Securities, Inc.
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2016 |