Sibi
Joseph

Citizens Securities, Inc

CRD#4792225
Investment Advisor
in Newtown, PA

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About this Advisor

Sibi Joseph is a financial advisor based in Newtown, Pennsylvania, working with Citizens Securities, Inc. Sibi has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, and Citizens Securities, Inc. Sibi has passed the Series 66 regulatory exam and is registered to provide services in Delaware, Florida, New Jersey, and Pennsylvania. Currently, Sibi is part of Citizens Securities, Inc, which operates out of Newtown, 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

31 Cambridge Lane, Mailstop: 19B-0250
Newtown, PA 18940

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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

Sibi Joseph Work History

2022 - Present (2 years)

Citizens Securities, Inc

2014 - 2020 (6 years)

Tiaa

2014 - 2020 (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sibi Joseph 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

Zachary Brinkley
Clinton Township, MI
Lisa Burke
Johnston, RI
Brandon Lorenz
Fort Washington, PA
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Brian Sullivan
Woburn, MA
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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