Keith
Motusesky

Citizens Securities, Inc

CRD#2671759
Investment Advisor
in Princeton, NJ

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About this Advisor

Keith Motusesky is a financial advisor based out of Princeton, New Jersey who has 1 year of relevant experience. Motusesky is currently employed by Citizens Securities, Inc. Their career trajectory has included roles at Motusesky Financial Group, American Portfolios Advisors, Inc, Citizens Securities, Inc and American Portfolios Financial Services, Inc. Motusesky holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey, New York and Pennsylvania. Citizens Securities, Inc is a financial advisory firm that has its headquarters in Hingham, RI. It has offices in 1,059 locations and a total of 613 financial advisors. It handles $7 billion in assets among its 47,802 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The business offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services largely are based on the financial services. However, fee types charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

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

182 Nassau Street Ms: Nj245
Princeton, NJ 08542

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

NJ Average: 18
Total Number of Accounts

47,802

NJ Average: 609
Average Account Size

$145,605

NJ Average: $4,619,448

Investment Advisory Services

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

Keith Motusesky Work History

Keith has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Citizens Securities, Inc

2021 - 2022 (1 year)

American Portfolios Advisors, Inc

2021 - 2022 (1 year)

American Portfolios Financial Services, Inc

2006 - 2021 (15 years)

Motusesky Financial Group

*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 Keith Motusesky 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

Frederick Hepfer
Albany, NY
Matthew Steiner
Medford, NJ
Roberto Rizza
Utica, MI
Keith Burden
Westerly, RI
Mark Dextradeur
Johnston, RI
Dustin Dagastino
Clinton Township, 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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