firm profile
Citizens Private Wealth
Overview
Citizens Private Wealth is an SEC registered investment adviser based in Tarrytown, NY, registered since 1992. It reports $16.6B in assets under management across 12,118 accounts, with 214 employees. It has 36 investment adviser representatives.
- Reported AUM
- $16.6B
- Discretionary
- 86%
- Accounts
- 12,118
- Average account
- $1.4M
- Employees
- 214
- Advisory reps
- 36
- Registered since
- 1992
- Jurisdictions
- 53
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 7
- Paul W Casey Chief Executive Officer CRD 4605324
- Thomas Benjamin Metzger President CRD 5311021
- Chad Arnold Chief Operating Officer CRD 3076401
4 more executive officers, with direct contact details
Advisory reps 3 of 36
- Christopher Heslin Adams Registered Rep · Investment Adviser Rep CRD 7159040
- Paul Arbeit Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7367631
- Thomas E Beaty Registered Rep · Investment Adviser Rep CRD 3081882
33 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 520 White Plains Rd Fl 3
Tarrytown, NY 10591 - County
- Westchester
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: citizensbank.com/investing-and-wealth-management/services/clarfeld.aspx
Every state, with registration dates
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