Chief Compliance Officer/Chief Administrative Officer

0001766347-19-000001.txt : 20190215 0001766347-19-000001.hdr.sgml : 20190215 20190215150324 ACCESSION NUMBER: 0001766347-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190215 DATE AS OF CHANGE: 20190215 EFFECTIVENESS DATE: 20190215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Clarfeld Financial Advisors, LLC CENTRAL INDEX KEY: 0001766347 IRS NUMBER: 463179237 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19418 FILM NUMBER: 19611176 BUSINESS ADDRESS: STREET 1: 520 WHITE PLAINS ROAD CITY: TARRYTOWN STATE: NY ZIP: 10591 BUSINESS PHONE: 914-846-0100 MAIL ADDRESS: STREET 1: 520 WHITE PLAINS ROAD CITY: TARRYTOWN STATE: NY ZIP: 10591 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001766347 XXXXXXXX 12-31-2018 12-31-2018 Clarfeld Financial Advisors, LLC

520 WHITE PLAINS ROAD TARRYTOWN NY 10591

13F HOLDINGS REPORT 028-19418 N Joy Soodik Chief Compliance Officer/Chief Administrative Officer 9148460100 Joy Soodik Tarrytown NY 02-15-2019 3 589 120425 true 1 Aperio 2 Advisor Partners 3 JPM Value Advantage INFORMATION TABLE 2 4Q1813F.xml AFLAC INC COM 001055102 3 62 SH DFND 1 0 0 62 ABBOTT LABS COM 002824100 22 305 SH DFND 1,2 0 0 305 ABBOTT LABS COM 002824100 21 287 SH SOLE 0 0 287 ABIOMED INC COM 003654100 2 7 SH DFND 2 0 0 7 ADVANCED MICRO DEVICES INC COM 007903107 4 200 SH SOLE 0 0 200 AIR PRODS & CHEMS INC COM 009158106 5 29 SH DFND 1 0 0 29 ALCOA CORP COM 013872106 1 21 SH DFND 2 0 0 21 ALEXION PHARMACEUTICALS INC COM 015351109 6 60 SH DFND 1,2 0 0 60 ALIGN TECHNOLOGY INC COM 016255101 2 11 SH DFND 1 0 0 11 ALLEGHANY CORP DEL COM 017175100 1 1 SH DFND 3 0 0 1 ALLSTATE CORP COM 020002101 44 529 SH DFND 1,2 0 0 529 ALTABA INC COM 021346101 21 357 SH DFND 2 0 0 357 AMAZON COM INC COM 023135106 233 155 SH DFND 1,2 0 0 155 AMEREN CORP COM 023608102 4 64 SH DFND 2 0 0 64 AMERICAN 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