Hetal
Saki

Citizens Securities, Inc

CRD#5403110
Investment Advisor
in Fremont, CA

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About this Advisor

Hetal Saki is a financial advisor based in Fremont, California, working with Citizens Securities, Inc. Hetal has previously held positions at Gates Pass Advisors, LLC, Polaris Greyston Financial Group, Baker Avenue Asset Management Lp, Mariner Wealth Advisors, and Citizens Securities, Inc. Hetal has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Hetal is part of Citizens Securities, Inc, which operates out of Fremont, California. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion. The services offered by the firm include 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 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

Fremont, CA

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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

Hetal Saki Work History

2022 - Present (2 years)

Citizens Securities, Inc

2021 - 2022 (1 year)

Mariner Wealth Advisors

2019 - 2021 (2 years)

Baker Avenue Asset Management Lp

2016 - 2019 (3 years)

Gates Pass Advisors, LLC

2014 - 2015 (1 year)

Polaris Greyston Financial Group

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Disclosures

Please visit the SEC profile of Hetal Saki 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

David Loughlin
Johnston, RI
Lisa Burke
Johnston, RI
Brandon Lorenz
Fort Washington, PA
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Brian Sullivan
Woburn, MA
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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