on 6 Jun 2016
Last Applicant/ Owned by
Clarfeld Financial Advisors, LLC
520 White Plains Road
Tarrytown, New York, 10591
Serial Number
UK00003168126 filed on 6th Jun 2016
Registration Number
UK00003168126 registered on
2th Sept 2016
Correspondent Information
Shoosmiths LLP
Apex Plaza, Forbury Road
Reading,
Berkshire,
RG1 1AX
Tax planning and preparation; information, advice and consultancy relating to all of the above services.
Family office services, namely personal financial planning services, investment advisory services, wealth management services, financial planning for retirement, estate planning services, life insurance brokerage services; estate trust management; financial trust operations; financial risk management services; executive bill paying services; information, advice and consultancy relating to all of the above services.
UK00003168126
Word
Individual