Adviser and broker representative · Citizens Securities, Inc.
Ian J. Stern
CRD 4799780 · Menlo Park, CA
At a glance
Ian J. Stern is an investment adviser representative with Citizens Securities, Inc. in Menlo Park, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ian’s SEC record dates to 2005, about 20 years ago. Ian is also registered as a broker representative.
Current advisory firms
- Citizens Securities, Inc.Since October 2026Menlo Park, CA · $13B in regulatory assets
- Citizens Private WealthSince October 2026Tarrytown, NY · $17B in regulatory assets
SEC adviser record
- Registered since
- 2005 (20 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Citizens Securities, Inc.
- Thomas E. BeatyMenlo Park · Certified Financial Planner
- Hugh W. BeecherMenlo Park
- Harriet C. DowerMenlo Park
- Derek EngenMenlo Park · Certified Financial Planner, Personal Financial Specialist
- Clement FariasMenlo Park
- Richard I. GordonMenlo Park
- Jeanmarie M. LabonteMenlo Park
- Moira R. McGlynnMenlo Park · Certified Financial Planner
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