Adam L. Waldman
Investment adviser representative at Citizens Private Wealth
11 yearsExperience
1 stateRegistered in
$16.6BFirm assets
34 yearsFirm in business
Are you Adam L. Waldman? Claim your profile
Contact this firm
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
11 years in the industry.
- Citizens Private WealthJul 2025 to now
- Citizens BankJun 2025 to now
- Citizens Securities, Inc.Jun 2025 to now
- Flagstar Advisors/flagstar BankApr 2023 to Jun 2025
- Signature Securities Group Corp./signature BankJan 2015 to Apr 2023
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5153844
- Firm CRD
- 106743