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Financial ADVSR advisor directory · SEC adviser records

Citizens Securities, Inc. financial advisors in Connecticut

Every SEC-registered investment adviser representative at a Citizens Securities, Inc. office in Connecticut, by city and A to Z.

7 registered advisors work at Citizens Securities, Inc. in Connecticut, out of 709 nationwide; it's the firm's number 11 state by advisors, and the most are in West Hartford (3). 0 list the CFP designation and 7 are also registered broker representatives.

Citizens Securities, Inc. advisors by city in Connecticut

Every firm in Connecticut →

West Hartford 3Old Lyme 1Plainfield 1Stamford 1Westbrook 1

Citizens Securities, Inc. advisors in Connecticut, A to Z

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Citizens Securities, Inc. advisors in every state →Citizens Securities, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Citizens Securities, Inc. in other states

Rhode Island 134Pennsylvania 127Massachusetts 122New York 88Ohio 68California 38Florida 35New Hampshire 28New Jersey 28Michigan 18Delaware 3North Carolina 3

Questions

How many Citizens Securities, Inc. financial advisors are in Connecticut?

7 investment adviser representatives are registered at Citizens Securities, Inc. offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 709 at the firm nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Where in Connecticut does Citizens Securities, Inc. have the most advisors?

West Hartford, with 3, then Old Lyme (1). Citizens Securities, Inc. has advisors in 5 cities in Connecticut.

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

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.