Martin
Gumowski

Citizens Securities, Inc

CRD#5775239
Investment Advisor
in Fort Lee, NJ

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About this Advisor

Martin Gumowski is a financial advisor based in Fort Lee, New Jersey, working with Citizens Securities, Inc. Martin has previously held positions at Jpmorgan Chase Bank, J.P. Morgan Securities LLC, Citigroup, Morgan Stanley, Citizens Securities, Inc, and Citizens Bank. Martin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Martin is part of Citizens Securities, Inc, which operates out of Fort Lee, New Jersey. 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 65

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

204 Main Street Ms: Nj276
Fort Lee, NJ 07024

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

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

613

NJ Average: 18
Total Number of Accounts

47,222

NJ Average: 609
Average Account Size

$154,888

NJ Average: $4,619,448

Investment Advisory Services

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

Martin Gumowski Work History

2024 - Present (0 year)

Citizens Securities, Inc

2024 - Present (0 year)

Citizens Bank

2022 - Present (2 years)

Morgan Stanley

2015 - 2022 (7 years)

Citigroup

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2010 - 2015 (5 years)

Jpmorgan Chase Bank

Disclosures

Please visit the SEC profile of Martin Gumowski 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 Reynolds
Uncasville, CT
David Loughlin
Johnston, RI
Brandon Lorenz
Fort Washington, PA
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Zachary Brinkley
Clinton Township, MI
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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