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 Pennsylvania

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

The short answer

127 registered advisors work at Citizens Securities, Inc. in Pennsylvania, out of 709 nationwide; it's the firm's number 2 state by advisors, and the most are in Conshohocken (52). 10 list the CFP designation and 127 are also registered broker representatives.

Citizens Securities, Inc. advisors by city in Pennsylvania

Every firm in Pennsylvania →

Conshohocken 52Monroeville 18Pittsburgh 9Philadelphia 5Allison Park 2Butler 2Erie 2Lancaster 2Washington 2Wayne 2Aliquippa 1Ardmore 1Clifton Heights 1Dallas 1Downingtown 1Feasterville 1Flourtown 1Gibsonia 1Glen Mills 1Greensburg 1Harrisburg 1Hermitage 1Homestead 1Huntingdon Valley 1Jeannette 1King Of Prussia 1Lansdale 1Narberth 1Newtown Sq 1Norristown 1North Huntingdon 1Pleasant Hills 1Reading 1Sewickley 1Stroudsburg 1Warrendale 1Wexford 1Wilkes-Barre 1Willow Street 1Wyomissing 1Zelienople 1

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

Search by name →

Citizens Securities, Inc. in other states

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

Questions

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

127 investment adviser representatives are registered at Citizens Securities, Inc. offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 709 at the firm nationwide. 10 list the CFP designation and 127 are also registered as broker representatives.

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

Conshohocken, with 52, then Monroeville (18). Citizens Securities, Inc. has advisors in 41 cities in Pennsylvania.

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

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.