other
Citizens Private Wealth
TARRYTOWN, NY
CRD: 106743
In PWD coverage since August 26, 2026 · 3 stories
$16.6BRegulatory AUMSEC Form ADV · Aug 28
214EmployeesForm ADV
+6Talent net · 12 months6 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +6 · 6 arrivals · 0 departures
Katie Bickle
Aug 25 · team liftout
Arrivals
Katie Bickle
Aug 26
Chris MacLellan
Aug 26
Rob Lunn
Aug 21 · from Morgan Stanley
Matt Newnham
Aug 14
Adam Clark
Aug 14 · from JP Morgan
Michael Yannell
Aug 14
Departures
None tracked.
PWD coverage
the_wrap
Liftouts Turn Inward as Independents Raid Their Own
The same day brought a $1.6 billion Cambridge-to-LPL move, two four-advisor teams to Osaic, and a $1 billion Citizens grab — evidence that independent platforms now compete on capital, not just independence.