Daniel
Seiden

Citizens Securities, Inc

CRD#6280435
Investment Advisor
in Fort Washington, PA

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About this Advisor

Daniel Seiden is a financial advisor based in Fort Washington, Pennsylvania, working with Citizens Securities, Inc. Daniel has previously held positions at Citizens Bank and Citizens Securities, Inc. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Connecticut, Delaware, Florida, New Jersey, New York, North Carolina, Pennsylvania, and Texas. Currently, Daniel is part of Citizens Securities, Inc, which operates out of Fort Washington, Pennsylvania. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion. The services offered by the firm include 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 66, CERTIFIED FINANCIAL PLANNER™

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

602 Office Center Drive, Ste. #100 Pfw080
Fort Washington, PA 19034

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,314,113,890

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

613

PA Average: 18
Total Number of Accounts

47,222

PA Average: 609
Average Account Size

$154,888

PA Average: $4,619,448

Investment Advisory Services

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

Daniel Seiden Work History

2018 - Present (6 years)

Citizens Securities, Inc

2011 - 2018 (7 years)

Citizens Bank

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Disclosures

Please visit the SEC profile of Daniel Seiden 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

David Loughlin
Johnston, RI
Michael Titus
Columbus, OH
Jeffrey Unger
Matawan, NJ
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Lisa Burke
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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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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