Financial ADVSR advisor directory · SEC adviser records
Citizens Securities, Inc. financial advisors in Woodcliff Lake, NJ
Every SEC-registered investment adviser representative at a Citizens Securities, Inc. office in Woodcliff Lake, A to Z.
The short answer
4 registered advisors work at Citizens Securities, Inc. in Woodcliff Lake, out of 709 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Citizens Securities, Inc. advisors in Woodcliff Lake, A to Z
Every Citizens Securities, Inc. advisor →- Kathleen FortoulAlso a broker rep
- Craig KaufmanAlso a broker rep
- Joel KaufmanAlso a broker rep
- Kieran J. LynchCertified Financial Planner · Also a broker rep
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 Woodcliff Lake
All Woodcliff Lake advisors →Park Avenue Securities LLC 215c Capital Management, LLC 5Tandem Capital Management, Inc. 4Citizens Private Wealth 3LPL Financial LLC 3
Questions
How many financial advisors does Citizens Securities, Inc. have in Woodcliff Lake?
4 investment adviser representatives are registered at Citizens Securities, Inc. offices in Woodcliff Lake, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 709 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Citizens Securities, Inc. one of the largest advisor employers in Woodcliff Lake?
Citizens Securities, Inc. ranks number 3 in Woodcliff Lake by registered advisors; Park Avenue Securities LLC has the most, with 21.
How do I check a Citizens Securities, Inc. advisor in Woodcliff Lake?
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.