Adviser and broker representative · Citizens Securities, Inc.
Kathleen Fortoul
CRD 1361270 · Woodcliff Lake, NJ
At a glance
Kathleen Fortoul is an investment adviser representative with Citizens Securities, Inc. in Woodcliff Lake, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kathleen’s SEC record dates to 2002, about 23 years ago. Kathleen is also registered as a broker representative.
Current advisory firms
- Citizens Securities, Inc.Since April 2025Woodcliff Lake, NJ · $13B in regulatory assets
- Citizens Private WealthSince April 2025Tarrytown, NY · $17B in regulatory assets
SEC adviser record
- Registered since
- 2002 (23 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kathleen’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
- 3 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.
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- Alex R. AbornJohnston
- Christopher H. AdamsNaples · Chartered Financial Analyst
- Collin J. AhearnJohnston
- Sara Al-ObaidiRocky River
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