Financial ADVSR advisor directory · SEC adviser records
Citizens Securities, Inc. financial advisors in Menlo Park, CA
Every SEC-registered investment adviser representative at a Citizens Securities, Inc. office in Menlo Park, A to Z.
The short answer
13 registered advisors work at Citizens Securities, Inc. in Menlo Park, out of 709 at the firm nationwide; it ranks number 6 in the city by advisors. 4 list the CFP designation and 13 are also registered broker representatives.
Citizens Securities, Inc. advisors in Menlo Park, A to Z
Every Citizens Securities, Inc. advisor →- Cynthia AlstonAlso a broker rep
- Thomas E. BeatyCertified Financial Planner · Also a broker rep
- Hugh W. BeecherAlso a broker rep
- Harriet C. DowerAlso a broker rep
- Derek EngenCertified Financial Planner, Personal Financial Specialist · Also a broker rep
- Clement FariasAlso a broker rep
- Richard I. GordonAlso a broker rep
- Jeanmarie M. LabonteAlso a broker rep
- Moira R. McGlynnCertified Financial Planner · Also a broker rep
- Margaret L. McGonigleCertified Financial Planner · Also a broker rep
- Ka Lai NgAlso a broker rep
- Brendan M. SuppleAlso a broker rep
- Mitchell WeitzChartered Financial Analyst · Also a broker rep
Citizens Securities, Inc. advisors in every city and state →Citizens Securities, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Citizens Securities, Inc. advisors in other cities
Johnston, RI 116Conshohocken, PA 52Westwood, MA 37Alliance, OH 29Monroeville, PA 18Rocky River, OH 18Naples, FL 17New York, NY 17Woburn, MA 17West Palm Beach, FL 15Albany, NY 10Boston, MA 9Pittsburgh, PA 9Brooklyn, NY 8Los Angeles, CA 8
Other firms in Menlo Park
All Menlo Park advisors →Morgan Stanley 184Robinhood Asset Management 64Charles Schwab & Co., Inc. 34Focus Partners Wealth, LLC 19Corient 15J.P. Morgan Securities LLC 7Sage Rhino Capital LLC 7Svb Wealth 5Ameriprise Financial Services, LLC 4Cresset Asset Management, LLC 4Galileo Planning Group, Inc. 4Avalon Capital Management 3
Questions
How many financial advisors does Citizens Securities, Inc. have in Menlo Park?
13 investment adviser representatives are registered at Citizens Securities, Inc. offices in Menlo Park, California, according to the SEC's Investment Adviser Public Disclosure records, out of 709 nationwide. 4 list the CFP designation and 13 are also registered as broker representatives.
Is Citizens Securities, Inc. one of the largest advisor employers in Menlo Park?
Citizens Securities, Inc. ranks number 6 in Menlo Park by registered advisors; Morgan Stanley has the most, with 184.
How do I check a Citizens Securities, Inc. advisor in Menlo Park?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Citizens Securities, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.