DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

Anthony Fella

Advisor at CITIZENS PRIVATE WEALTH

NEW YORK, NY | New York, NY | SYRACUSE, NY | TARRYTOWN, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6065396a-db39-a1df-efd4-1c9fd375bd65

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 11, 2013 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CITIZENS PRIVATE WEALTH
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 11, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 17
Exams: S65|S63
First exam: May 11, 2012
First registration: Mar 11, 2013
Dual registered: yes, broker-dealer
Other names: Anthony F Fella|ANTHONY FELLA|ANTHONY FRANK FELLA
IAPD individual key: 5547247

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CITIZENS PRIVATE WEALTH	Bd affiliated wealth	Dec 2, 2025	n/a	yes	TARRYTOWN, NY\|New York, NY	Current employment
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Dec 2, 2025	n/a	yes	NEW YORK, NY\|SYRACUSE, NY	Current employment
FLAGSTAR SECURITIES, INC.	Independent wealth	Sep 19, 2019	Dec 4, 2025	no	NEW YORK, NY\|New York, NY	Previous registration
TRANSAMERICA RETIREMENT ADVISORS, LLC	Bd affiliated wealth	Apr 5, 2018	Sep 4, 2019	no	Yonkers, NY	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Apr 7, 2016	Jan 31, 2017	no	NEW YORK, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 11, 2013	Feb 17, 2016	no	MOUNT KISCO, NY\|KATONAH, NY\|NEW YORK, NY\|NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FLAGSTAR SECURITIES, INC.	CITIZENS SECURITIES, INC.	Dec 4, 2025	Dec 2, 2025	-2	Firm change	RIA to ibd
TRANSAMERICA RETIREMENT ADVISORS, LLC	FLAGSTAR SECURITIES, INC.	Sep 4, 2019	Sep 19, 2019	15	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	TRANSAMERICA RETIREMENT ADVISORS, LLC	Jan 31, 2017	Apr 5, 2018	429	Firm change after gap	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	Feb 17, 2016	Apr 7, 2016	50	Firm change	Wirehouse to wirehouse

Relationships

Registered with (6)

→ CITIZENS PRIVATE WEALTHRegistered adviserregistration: current employment
Dec 2, 2025 to presentfactForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: current employment
Dec 2, 2025 to presentfactForm ADV
→ FLAGSTAR SECURITIES, INC.Registered adviserregistration: previous registration
Sep 19, 2019 to Dec 4, 2025factForm ADV
→ TRANSAMERICA RETIREMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 5, 2018 to Sep 4, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Apr 7, 2016 to Jan 31, 2017factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 11, 2013 to Feb 17, 2016factForm ADV

Dated events

Occurred
Dec 4, 2025
Advisor changed firm
Anthony Fella left Flagstar Securities, Inc. for Citizens Securities, Inc. (registered 2025-12-02)
Form ADVobserved 5 days ago