Dennis
Rosadio

Citizens Securities, Inc

CRD#4193670
Investment Advisor
in Souderton, PA

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About this Advisor

Dennis Rosadio is a financial advisor working in Souderton, Pennsylvania with 2 years of industry experience. Rosadio is an advisor for Citizens Securities, Inc. Their career trajectory has included roles at The Prudential Insurance Company Of America, Pruco Securities LLC, Minnesota Life Insurance Company, Seurian Financial Services Inc, Legacy Planning Partners, LLC, Citizens Securities, Inc and Commonwealth Financial Network. Rosadio maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Maryland, New Jersey, New York, Ohio and Pennsylvania. Citizens Securities, Inc is a registered investment company headquartered in Hingham, RI. The company has offices in 1,059 locations and a total of 613 people on staff. It controls $7 billion in assets among its 47,802 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Citizens Securities, Inc performs a diverse array 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 are based on the financial services. Fees charged by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

705 Route 113 Mailstop: 19B-6490
Souderton, PA 18964

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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

Dennis Rosadio Work History

Dennis has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Citizens Securities, Inc

2019 - 2020 (1 year)

Commonwealth Financial Network

2018 - 2019 (1 year)

Minnesota Life Insurance Company

2018 - 2019 (1 year)

Seurian Financial Services Inc

2018 - 2019 (1 year)

Legacy Planning Partners, LLC

2012 - 2016 (4 years)

The Prudential Insurance Company Of America

2012 - 2016 (4 years)

Pruco Securities LLC

*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 Dennis Rosadio 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

Frederick Hepfer
Albany, NY
Kevin Doyle
West Bloomfield, MI
Keith Burden
Westerly, RI
Kieth Tong
Hudson, NH
Dustin Dagastino
Clinton Township, MI
Kevin Jones
Bethesda, MD
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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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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