Clement
Farias

Citizens Securities, Inc

CRD#7495162
Investment Advisor
in San Francisco, CA

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About this Advisor

Clement Farias is a financial advisor based in San Francisco, California, working with Citizens Securities, Inc. Clement has previously held positions at First Republic Securities Company, LLC, Matrix Resources, Reno Aces (Sk Baseball) And 1868 Fc, Safeway, University Of Nevada, Reno, Macy's, Diablo Valley College, Mccampbell Labs, Student, De La Salle High School & Diablo Valley College, Studying, De La Salle High School, First Republic Investment Management, J.P. Morgan Securities LLC, Citizens Securities, Inc, and Clarfeld. Clement has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Clement is part of Citizens Securities, Inc, which operates out of San Francisco, California. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

600 Montgomery Street
San Francisco, CA 94111

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

CA Average: $2,813,243,532
Total Number of Employees

613

CA Average: 18
Total Number of Accounts

47,222

CA Average: 609
Average Account Size

$154,888

CA Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Clement Farias Work History

2024 - Present (0 year)

Citizens Securities, Inc

2024 - Present (0 year)

Clarfeld

2023 - Present (1 year)

J.P. Morgan Securities LLC

2022 - 2023 (1 year)

First Republic Securities Company, LLC

2021 - 2023 (2 years)

First Republic Investment Management

2020 - 2021 (1 year)

Matrix Resources

2018 - 2020 (2 years)

Reno Aces (Sk Baseball) And 1868 Fc

2018 - 2018 (< 1 year)

University Of Nevada, Reno

2017 - 2018 (1 year)

Safeway

2017 - 2017 (< 1 year)

Diablo Valley College

2016 - 2017 (1 year)

Macy'S

2015 - 2015 (< 1 year)

Mccampbell Labs

2015 - 2016 (1 year)

Student, De La Salle High School & Diablo Valley College

2012 - 2015 (3 years)

Studying, De La Salle High School

Disclosures

Please visit the SEC profile of Clement Farias to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citizens Securities, Inc

Zachary Brinkley
Clinton Township, MI
Brian Sullivan
Woburn, MA
Brandon Lorenz
Fort Washington, PA
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
David Loughlin
Johnston, RI
Jessica Mccarthy
Monroeville, PA
Rhonjay Prince
Fort Washington, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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