Matthew
Spirko

Citizens Securities, Inc

CRD#6319076
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Matthew Spirko is a financial advisor operating in Pittsburgh, Pennsylvania, who has been in the industry for 12 years. Spirko is an employee of Citizens Securities, Inc. Throughout their career, they have worked at Citizens Bank, Bank Of New York Mellon, Northwestern Mutual, Dunham'S Sports, Idlewild & Soakzone, Pnc Investments, LLC, Pnc Bank and Citizens Securities, Inc. Spirko maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia and Wisconsin. Citizens Securities, Inc is a financial advisory company operating in Pittsburgh, Pennsylvania. The company has offices in 1,059 locations and a total of 732 advisors. It administers $8 billion in assets among its 45,032 client accounts, making it one of the biggest firms in the United States by assets under management. The company provides a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules typically vary depending on which service is offered. Fee types billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

525 William Penn Place Mailstop: 15B-2112
Pittsburgh, PA 15219

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Citizens Securities, Inc Brokerage Details

Total Assets Under Management

$7,674,960,126

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

732

PA Average: 18
Total Number of Accounts

45,032

PA Average: 609
Average Account Size

$170,433

PA Average: $4,619,448

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Investment Advisory Services

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

Matthew Spirko Work History

Matthew has 12 years of experience.

2021 - Present (2 years)

Citizens Securities, Inc

2018 - 2021 (3 years)

Citizens Bank

2018 - 2021 (3 years)

Citizens Securities, Inc

2017 - 2018 (1 year)

Pnc Investments, LLC

2017 - 2018 (1 year)

Pnc Bank

2016 - 2017 (1 year)

Citizens Bank

2015 - 2016 (1 year)

Bank Of New York Mellon

2015 - 2015 (< 1 year)

Northwestern Mutual

2012 - 2014 (2 years)

Dunham'S Sports

2010 - 2012 (2 years)

Idlewild & Soakzone

Disclosures

Matthew Spirko has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Citizens Securities, Inc

Bradley Delozier
Allison Park, PA
Rashid Mahmood
Johnston, RI
Jeremy Draskovich
Monroeville, PA
Michael Michaelson
Winchester, MA
Fang-Yu Lin
Flushing, NY
Daniel Fuller
Harrisburg, PA
Marc Shenker
Johnston, RI
Jessica Morrow
Fort Washington, PA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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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