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 York

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

The short answer

89 registered advisors work at Citizens Securities, Inc. in New York, out of 709 nationwide; it's the firm's number 4 state by advisors, and the most are in New York (17). 6 list the CFP designation and 87 are also registered broker representatives.

Citizens Securities, Inc. advisors by city in New York

Every firm in New York →

New York 17Albany 10Brooklyn 8Tarrytown 8Rochester 7East Setauket 2Hamburg 2Lake Ronkonkoma 2Melville 2Tonawanda 2Amherst 1Astoria 1Buffalo 1Delmar 1Depew 1East Aurora 1Fairport 1Flushing 1Forest Hills 1Garden City 1Grand Island 1Huntington 1Loudonville 1Manhasset 1Merrick 1New Hyde Park 1New Rochelle 1Newark 1Queensbury 1Rockville Centre 1Saratoga Springs 1Staten Island 1Syosset 1Syracuse 1Troy 1Vails Gate 1Valley Stream 1Woodside 1

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

Search by name →

Citizens Securities, Inc. in other states

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

Questions

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

89 investment adviser representatives are registered at Citizens Securities, Inc. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 709 at the firm nationwide. 6 list the CFP designation and 87 are also registered as broker representatives.

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

New York, with 17, then Albany (10). Citizens Securities, Inc. has advisors in 38 cities in New York.

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

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.