Amilcar
Giraldo

Citizens Securities, Inc

CRD#4806818
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Amilcar Giraldo is a financial advisor based out of West Palm Beach, Florida who has 2 years of industry experience. Giraldo is currently employed by Citizens Securities, Inc. Throughout their career, they have worked at Ing Investment Advisors, LLC, Ing, Voya Retirement Advisors, Voya Financial, Voya Financial Partners, Pruco Securities LLC, The Prudential Insurance Company Of America and Citizens Securities, Inc. Giraldo has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington and Wisconsin. Citizens Securities, Inc is an advisory company based in Hingham, RI. The firm has offices in 1,059 locations and a total of 613 people on staff. It oversees $7 billion in assets under management between its 47,802 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

777 S Flagler Drive Suite #142
West Palm Beach, FL 33401

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

FL Average: 18
Total Number of Accounts

47,802

FL Average: 609
Average Account Size

$145,605

FL Average: $4,619,448

Investment Advisory Services

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

Amilcar Giraldo Work History

Amilcar has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Citizens Securities, Inc

2021 - 2022 (1 year)

Citizens Securities, Inc

2020 - 2021 (1 year)

Pruco Securities LLC

2020 - 2021 (1 year)

The Prudential Insurance Company Of America

2016 - 2019 (3 years)

Voya Financial Partners

2014 - 2016 (2 years)

Voya Retirement Advisors

2014 - 2019 (5 years)

Voya Financial

2008 - 2014 (6 years)

Ing Investment Advisors, LLC

2008 - 2014 (6 years)

Ing

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amilcar Giraldo 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

Stephen Wilson
Westerly, RI
Keith Burden
Westerly, RI
Justin Binion
Monroeville, PA
Eliza Siradze
Johnston, RI
Jimmy To
Philadelphia, PA
Roberto Rizza
Utica, MI
David Hudson
Westwood, MA
Edward Kamradt
Fort Washington, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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