Bradley
Delozier

Citizens Securities, Inc

CRD#6038783
Investment Advisor
in Allison Park, PA

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About this Advisor

Bradley Delozier is a financial advisor who works out of Allison Park, Pennsylvania, with 11 years of industry experience. Delozier currently works for Citizens Securities, Inc. During their career, the advisor has held roles at Cco Investment Services Corp and Citizens Securities, Inc. Delozier holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Colorado, Florida, Pennsylvania, Texas and West Virginia. Citizens Securities, Inc is a financial advisory business that has its headquarters in Hingham, RI. The company has offices in 1,059 locations and a total of 613 financial advisors. It oversees $7 billion in assets among its 47,802 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Citizens Securities, Inc provides a broad 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 depend on which services the firm provides the client. However, fees billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

11 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

4761 Route 8 Mailstop: 15B-0084
Allison Park, PA 15101

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$6,960,227,088

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

613

PA Average: 18
Total Number of Accounts

47,802

PA Average: 609
Average Account Size

$145,605

PA Average: $4,619,448

Investment Advisory Services

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

Bradley Delozier Work History

Bradley has been registered as a financial advisor for 11 years.*

2013 - Present (11 years)

Citizens Securities, Inc

2012 - 2013 (1 year)

Cco Investment Services Corp

*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 Bradley Delozier 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

Jody Mccoy
Westwood, MA
Roberto Rizza
Utica, MI
Joshua Bell
Monroeville, PA
Eliza Siradze
Johnston, RI
Jimmy To
Philadelphia, PA
Timothy Gordon
Schenectady, NY
Andrew Booth
Fort Washington, PA
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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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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