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 New Jersey

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

The short answer

28 registered advisors work at Citizens Securities, Inc. in New Jersey, out of 709 nationwide; it's the firm's number 9 state by advisors, and the most are in Woodcliff Lake (4). 3 list the CFP designation and 28 are also registered broker representatives.

Citizens Securities, Inc. advisors by city in New Jersey

Every firm in New Jersey →

Woodcliff Lake 4Marlton 2Voorhees 2East Rutherford 1Edison 1Elizabeth 1Fort Lee 1Hamilton 1Hillside 1Jackson 1Jersey City 1Madison 1Morristown 1Mount Laurel 1Mt. Holly 1New Providence 1Point Pleasant 1Sewell 1Somerset 1Spring Lake 1Stirling 1Whiting 1Woodbridge 1

Citizens Securities, Inc. advisors in New Jersey, A to Z

Search by name →

Citizens Securities, Inc. in other states

Rhode Island 134Pennsylvania 127Massachusetts 122New York 88Ohio 68California 38Florida 35New Hampshire 28Michigan 18Connecticut 7Delaware 3North Carolina 3

Questions

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

28 investment adviser representatives are registered at Citizens Securities, Inc. offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 709 at the firm nationwide. 3 list the CFP designation and 28 are also registered as broker representatives.

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

Woodcliff Lake, with 4, then Marlton (2). Citizens Securities, Inc. has advisors in 23 cities in New Jersey.

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

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.