Paul
Barnaby
Citizens Securities, Inc
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About this Advisor
Paul Barnaby is a financial advisor based in Stamford, Connecticut, working with Citizens Securities, Inc. Paul has previously held positions at David Lerner Associates, Inc, The Prudential Insurance Company Of America, Prometheus Alternative Investments, Inc, Prometheus Financial LLC, Private Client Resources, Prometheus Financial Advisors, LLC, Citizens Securities, Inc, and Pruco Securities, LLC. Paul has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Paul is part of Citizens Securities, Inc, which operates out of Stamford, Connecticut. 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
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Paul Barnaby Work History
Citizens Securities, Inc
Prometheus Financial LLC
Prometheus Alternative Investments, Inc
Prometheus Financial Advisors, LLC
Private Client Resources
The Prudential Insurance Company Of America
Pruco Securities, LLC
David Lerner Associates, Inc
Disclosures
Please visit the SEC profile of Paul Barnaby 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
Matawan, NJ
Syracuse, NY
Uncasville, CT
Cranston, RI
Syracuse, NY
Fremont, CA
Monroeville, PA
Fort Washington, PA
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