Clement Farias
Investment adviser representative at Citizens Private Wealth
11 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
11 years in the industry.
- Citizens Private WealthApr 2024 to now
- Citizens BankApr 2024 to now
- Citizens Securities, Inc.Apr 2024 to now
- J.P. Morgan Securities LLCSep 2023 to Apr 2024
- First Republic Securities Company, LLCJan 2022 to Sep 2023
- First Republic Investment ManagementNov 2021 to Sep 2023
- Matrix ResourcesOct 2020 to Nov 2021
- UnemployedApr 2020 to Oct 2020
- Reno Aces (sk Baseball) and 1868 FcDec 2018 to Apr 2020
- University of Nevada, RenoAug 2018 to Dec 2018
- SafewayDec 2017 to Aug 2018
- Diablo Valley CollegeJan 2017 to Dec 2017
- Macy'sNov 2016 to Jan 2017
- Student, De La Salle High School & Diablo Valley CollegeJul 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7495162
- Firm CRD
- 106743