BF
CFP
BF
CFP

Brian Furleiter

6 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
2,073 clients
Average Client Portfolio
$5.9M average
Assets Under Management
$12.2B

Fee Structure

Minimum Investment:$3M
Loading...

Location

520 White Plains Road, 3rd Floor, Tarrytown, NY, 10591

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brian co-created and self-published a book on basketball through Amazon since 2017, receiving royalty payments. This activity is not investment-related.

Employment History
Current Registrations
Citizens Private Wealth
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
AXA Advisors, LLC
January 2016 - January 2017 · 1 yr
AXA Advisors, LLCBroker
February 2015 - January 2017 · 1 yr 11 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.