Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Citizens Securities, Inc. financial advisors in West Hartford, CT

Every SEC-registered investment adviser representative at a Citizens Securities, Inc. office in West Hartford, A to Z.

The short answer

4 registered advisors work at Citizens Securities, Inc. in West Hartford, out of 709 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Citizens Securities, Inc. advisors in West Hartford, A to Z

Every Citizens Securities, Inc. advisor →

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 15Menlo Park, CA 13Albany, NY 10Boston, MA 9Pittsburgh, PA 9Brooklyn, NY 8

Other firms in West Hartford

All West Hartford advisors →

Apella Wealth 52Strategic Advisers LLC 35Morgan Stanley 28Merrill Lynch, Pierce, Fenner & Smith Incorporated 27MML Investors Services, LLC 25LPL Financial LLC 16Yhb Investment Advisors Inc. 16Charles Schwab & Co., Inc. 14Raymond James & Associates, Inc. 14Janney Montgomery Scott LLC 11Northwestern Mutual Investment Services, LLC 10Cetera Investment Advisers LLC 9

Questions

How many financial advisors does Citizens Securities, Inc. have in West Hartford?

4 investment adviser representatives are registered at Citizens Securities, Inc. offices in West Hartford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 709 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Citizens Securities, Inc. one of the largest advisor employers in West Hartford?

Citizens Securities, Inc. ranks number 19 in West Hartford by registered advisors; Apella Wealth has the most, with 52.

How do I check a Citizens Securities, Inc. advisor in West Hartford?

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.