Urja
Shah
Citizens Securities, Inc
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About this Advisor
Urja Shah is a financial advisor who works in Morris Plains, New Jersey who has 1 year of industry experience. Shah is an advisor for Citizens Securities, Inc. Their career trajectory has included roles at Sovereign Bank, Santander Securities LLC, Invest Financial Corp, Investors Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC and Citizens Securities, Inc. Shah holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to operate in Delaware, Florida, Nevada, New Jersey, New York, Pennsylvania and Texas. Citizens Securities, Inc is a company operating out of Hingham, RI. The investment advisory business has offices in 1,059 locations and a total of 613 financial advisors. It manages $7 billion in assets among its 47,802 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. Citizens Securities, Inc performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules typically depend on the financial services offered. However, fee types billed by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$6,960,227,088
613
47,802
$145,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Urja Shah Work History
Urja has been registered as a financial advisor for 1 years.*
Citizens Securities, Inc
Invest Financial Corp
Investors Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Santander Securities LLC
Sovereign Bank
*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 Urja Shah 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
Westwood, MA
Hudson, NH
Monroeville, PA
Monroeville, PA
Schenectady, NY
Utica, MI
Fort Washington, PA
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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