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Financial ADVSR advisor directory · SEC adviser records

Citizens Securities, Inc. financial advisors in Philadelphia, PA

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

The short answer

6 registered advisors work at Citizens Securities, Inc. in Philadelphia, out of 709 at the firm nationwide; it ranks number 32 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.

Citizens Securities, Inc. advisors in Philadelphia, 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 Philadelphia

All Philadelphia advisors →

J.P. Morgan Securities LLC 121Janney Montgomery Scott LLC 98Merrill Lynch, Pierce, Fenner & Smith Incorporated 78Wells Fargo Clearing Services, LLC 74Morgan Stanley 61Florida Financial Advisors, LLC 59UBS Financial Services Inc. 57Strategic Advisers LLC 44Mycio Wealth Partners, LLC 32Bryn Mawr Trust Advisors, LLC 31RBC Capital Markets, LLC 26Tiaa-Cref Individual & Institutional Services, LLC 23

Questions

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

6 investment adviser representatives are registered at Citizens Securities, Inc. offices in Philadelphia, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 709 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

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

Citizens Securities, Inc. ranks number 32 in Philadelphia by registered advisors; J.P. Morgan Securities LLC has the most, with 121.

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

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.