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KLINGENSTEIN FIELDS ADVISORS

NEW YORK, NY · CRD 304186 · IAPD ↗ · klingenstein.com · 212-492-7000

$0Regulatory AUM
0Advisory reps
7Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
April 2026 — KLINGENSTEIN FIELDS ADVISORS notice-filed in CT, NJ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.