Gary
Schindler

Citizens Securities, Inc

CRD#2604997
Investment Advisor
in Akron, OH

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About this Advisor

Gary Schindler is a financial advisor based in Akron, Ohio, working with Citizens Securities, Inc. Gary has previously held positions at First Place Bank, Lpl Financial, LLC, The Huntington Investment Company, Citizens Securities Inc, Cetera Investment Services LLC, Chemical Bank, and Cetera Investment Advisors LLC. Gary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio, Pennsylvania, and West Virginia. Currently, Gary is part of Citizens Securities, Inc, which operates out of Akron, Ohio. 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 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

2770 West Market Street Ms: Ohb594
Akron, OH 44333

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

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

613

OH Average: 18
Total Number of Accounts

47,222

OH Average: 609
Average Account Size

$154,888

OH Average: $4,619,448

Investment Advisory Services

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

Gary Schindler Work History

2022 - Present (2 years)

Citizens Securities Inc

2018 - 2022 (4 years)

The Huntington Investment Company

2016 - 2017 (1 year)

Cetera Investment Services LLC

2016 - 2017 (1 year)

Chemical Bank

2016 - 2017 (1 year)

Cetera Investment Advisors LLC

2010 - 2016 (6 years)

First Place Bank

2010 - 2016 (6 years)

Lpl Financial, LLC

Disclosures

Please visit the SEC profile of Gary Schindler 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

Zachary Brinkley
Clinton Township, MI
Brian Sullivan
Woburn, MA
Jeffrey Unger
Matawan, NJ
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
David Loughlin
Johnston, RI
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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