DFX Intelligence
Advisors
Advisors registered through Citizens Securities, Inc.About this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
708 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| George Daniel Young dual registrant | Citizens Securities, Inc. BD affiliated | Jamaica Plain, Ma | Aug 12, 2020 | 11 y | 1 | 5 |
| Andreen Yousif dual registrant | Citizens Securities, Inc. BD affiliated | Clinton Township, Mi | Apr 30, 2024 | 12 y | 0 | 1 |
| Leon Z Yuan dual registrant | Citizens Securities, Inc. BD affiliated | Tarrytown, Ny | Dec 2, 2024 | 13 y | 1 | 1 |
| J••••• F•••••• Z•••• dual registrant | C••••••• S••••••••• I••• BD affiliated | Braintree, Ma | Apr 18, 2011 | 35 y | 1 | 5 |
| A••••• Z••• H•••• dual registrant | C••••••• S••••••••• I••• BD affiliated | Conshohocken, Pa | Sep 14, 2026 | 11 y | 0 | 1 |
| C•••• L•• Z•••••• dual registrant | C••••••• S••••••••• I••• BD affiliated | Rochester, Ny | Feb 3, 2017 | 27 y | 0 | 11 |
| C•••••• M•••• Z•••• dual registrant | C••••••• S••••••••• I••• BD affiliated | Albany, Ny | Mar 5, 2024 | 18 y | 3 | 2 |
| M••••••• Z•••••• dual registrant | C••••••• S••••••••• I••• BD affiliated | Conshohocken, Pa | Nov 14, 2022 | 26 y | 7 | 3 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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