Jeremy
Draskovich

Citizens Securities, Inc

CRD#5977299
Investment Advisor
in Monroeville, PA

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About this Advisor

Jeremy Draskovich is a financial advisor operating in Monroeville, Pennsylvania, with 10 years of work experience. Draskovich is an employee of Citizens Securities, Inc. Over the course of their career, Draskovich has held roles at Pnc Investments, Pnc Bank, Citizens Bank and Citizens Securities, Inc. Draskovich holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado, Georgia, North Carolina, Ohio, Pennsylvania and West Virginia. Citizens Securities, Inc is an advisory company operating out of Monroeville, Pennsylvania. The firm has offices in 1,059 locations and a total of 982 people on staff. It administers $5 billion in assets among its 35,056 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 35,056 customer accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. Citizens Securities, Inc performs a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees largely vary depending on which services the firm provides the client. Fee types billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

4210 William Penn Highway Ms: 15B-0017
Monroeville, PA 15146

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$5,341,590,261

PA Average: $16,012,751,954
Total Number of Employees

982

PA Average: 118
Total Number of Accounts

35,056

PA Average: 4,567
Average Account Size

$152,373

PA Average: $3,506,186

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Investment Advisory Services

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

Jeremy Draskovich Work History

Jeremy has 10 years of experience.

2016 - Present (6 years)

Citizens Securities, Inc

2014 - 2016 (2 years)

Pnc Investments

2014 - 2016 (2 years)

Pnc Bank

2012 - 2014 (2 years)

Pnc Bank

2010 - 2012 (2 years)

Citizens Bank

Disclosures

Jeremy Draskovich has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Citizens Investment Services

David Snyder
Concord, NH
Rory Glenn
Stamford, CT
Christopher Skinner
Albany, NY
Dennis Murphy
Cicero, NY
Carol Jackson
Shrewsbury, MA
Michael Warren
Beacon, NY
James Finlay
Rochester, NY
Brent Coughenour
Pittsburgh, PA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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