Stephen James Laforte
Investment adviser representative at Citizens Private Wealth
24 yearsExperience
1 stateRegistered in
$16.6BFirm assets
34 yearsFirm in business
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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
24 years in the industry.
- Citizens Securities, Inc.Sep 2025 to now
- Citizens Private WealthOct 2024 to now
- Citizens Bank NAOct 2024 to now
- Clarfeld Financial Advisors LLCOct 2024 to now
- Fifth Third BankJul 2020 to Oct 2024
- BNY MellonMar 2007 to Jul 2020
- First Union Securities, Inc-isgMar 2002 to Oct 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4180336
- Firm CRD
- 106743