Brian Furleiter is a Financial Planning Associate at Clarfeld. He joined Clarfeld in 2017 and handles all aspects of personal financial planning, estate planning, and investment advisory services for high-net-worth individuals, entrepreneurs, and senior corporate executives.
Clarfeld Financial Advisors is a private wealth management firm and independent financial advisor that provides financial services throughout New York City and the tri-state area. The firm was founded in 1981 and became a registered investment advisor in 1992. Clarfeld Financial Advisors has been ranked by Barron’s among the top 100 registered investment advisor (RIA) firms in the country. The firm serves nearly 1,100 clients, including high-net-worth individuals, families, charitable organizations, senior executives of publicly traded companies, business owners, pension and profit-sharing plans, trusts, estates, and businesses. Clarfeld Financial Advisors offers a range of advisory services, such as the selection of other advisors (including private fund managers), investment consulting services, and more. The firm generally requires prospective clients to have at least $3 million to open an account. The firm earns its compensation from asset-based fees, fixed fees, and hourly fees.