Citizens Securities, Inc

Investment Advisor
in Beacon, NY

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About this Advisor

James Brandemarte is a financial advisor who works in Beacon, New York who has 8 years of industry experience. Brandemarte is an employee of Citizens Securities, Inc. They have been with Citizens Securities, Inc for their whole career. Brandemarte has Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut, District Of Columbia, Florida, Iowa, Kentucky, New Jersey, New York, Pennsylvania, South Carolina and Virginia. Citizens Securities, Inc is an advisory business headquartered in Hingham, RI. It has offices in 1,059 locations and a total of 613 employees. It handles $7 billion in assets across its 47,802 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Citizens Securities, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on the type of financial services provided. Fee types billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

8 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

344 Main Street Ms: Nya041
Beacon, NY 12508

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management


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


NY Average: 18
Total Number of Accounts


NY Average: 609
Average Account Size


NY Average: $4,619,448

Investment Advisory Services

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

James Brandemarte Work History

James has been registered as a financial advisor for 8 years.*

2009 - Present (15 years)

Citizens Securities, Inc

*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.


Please visit the SEC profile of James Brandemarte 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

Eliza Siradze
Johnston, RI
Frederick Hepfer
Albany, NY
Joshua Bell
Monroeville, PA
Justin Binion
Monroeville, PA
Jody Mccoy
Westwood, MA
Kieth Tong
Hudson, NH
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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