George Philip Gipp
Investment adviser representative at Citizens Private Wealth
12 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$16.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Citizens Private WealthMay 2021 to now
- Clarfeld Financial Advisors, LLCJan 2014 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Citizens Private Wealth
Legal name: Citizens Private Wealth, LLC
$16.6BAssets managed
2,567Clients
93Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2915383
- Firm CRD
- 106743