Joseph
Persichetti

Citizens Securities, Inc

CRD#2689887
Investment Advisor
in Brooklyn, NY

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About this Advisor

Joseph Persichetti is a financial advisor based in Brooklyn, New York, working with Citizens Securities, Inc. Joseph has previously held positions at HSBC Securities (USA) Inc, HSBC Bank USA N.A, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Citizens Securities, Inc, and Investors Bank. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut, Delaware, Florida, New Jersey, New York, North Carolina, Ohio, Pennsylvania, and Virginia. Currently, Joseph is part of Citizens Securities, Inc, which operates out of Brooklyn, New York. 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

Series 63, Series 66

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

7414 13Th Ave Ms: Ny397
Brooklyn, NY 11228

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

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

613

NY Average: 18
Total Number of Accounts

47,222

NY Average: 609
Average Account Size

$154,888

NY Average: $4,619,448

Investment Advisory Services

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

Joseph Persichetti Work History

2022 - Present (2 years)

Citizens Securities, Inc

2020 - 2022 (2 years)

Cetera Investment Services LLC

2020 - 2022 (2 years)

Cetera Investment Advisers LLC

2020 - 2022 (2 years)

Investors Bank

2016 - 2020 (4 years)

Hsbc Bank Usa N.A

2013 - 2020 (7 years)

Hsbc Securities (Usa) Inc

Disclosures

Please visit the SEC profile of Joseph Persichetti 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

Brian Sullivan
Woburn, MA
Thomas Metzger
Granite Bay, CA
David Reynolds
Uncasville, CT
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Laureen Landgren
West Palm Beach, FL
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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