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Financial ADVSR advisor directory · SEC adviser records

Citizens Securities, Inc. financial advisors in Rochester, NY

Every SEC-registered investment adviser representative at a Citizens Securities, Inc. office in Rochester, A to Z.

The short answer

5 registered advisors work at Citizens Securities, Inc. in Rochester, out of 709 at the firm nationwide; it ranks number 33 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

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

Every Citizens Securities, Inc. advisor →

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 Rochester

All Rochester advisors →

LPL Financial LLC 64Equitable Advisors, LLC 63Morgan Stanley 58UBS Financial Services Inc. 50MML Investors Services, LLC 48Sage, Rutty & Co., Inc. 43Osaic Wealth, Inc. 40Wells Fargo Advisors Financial Network, LLC 32J.P. Morgan Securities LLC 30Strategic Advisers LLC 30Ameriprise Financial Services, LLC 29Ashton Thomas Securities, LLC 23

Questions

How many financial advisors does Citizens Securities, Inc. have in Rochester?

5 investment adviser representatives are registered at Citizens Securities, Inc. offices in Rochester, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 709 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Is Citizens Securities, Inc. one of the largest advisor employers in Rochester?

Citizens Securities, Inc. ranks number 33 in Rochester by registered advisors; LPL Financial LLC has the most, with 64.

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

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.