Joseph
Mozurak

Citizens Securities, Inc

CRD#4419340
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Joseph Mozurak is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently a registered financial advisor with Citizens Securities, Inc, they have accrued 15 years of professional experience as a financial advisor. Mozurak has Series 63 and Series 66 licenses, designating them as a securities agent. Mozurak is able to work with clients based out of California, Pennsylvania, Texas, Wisconsin, Georgia, North Carolina, Virginia and Washington. Mozurak has spent their entire career at Citizens Securities, Inc. Citizens Securities, Inc is based out of Pittsburgh, Pennsylvania, and has 1,165 additional offices in the nation. Overall, Citizens Securities, Inc oversees $4 billion in assets throughout 26,500 accounts and retains more than 1,469 people. The amount of assets the firm manages places it among the largest firms in the nation. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Citizens Securities, Inc provides portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

5550 Centre Avenue Ms: 15B-6744
Pittsburgh, PA 15232

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$3,571,716,932

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

1,481

PA Average: 118
Total Number of Accounts

28,867

PA Average: 4,567
Average Account Size

$123,730

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

Joseph Mozurak Work History

Joseph has 15 years of experience.

2003 - Present (16 years)

Citizens Investment Services Corp

Disclosures

Joseph Mozurak has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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