Waheed
Gbadamosi

Citizens Securities, Inc

CRD#7495010
Investment Advisor
in Philadelphia, PA

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About this Advisor

Waheed Gbadamosi is a financial advisor based in Philadelphia, Pennsylvania, working with Citizens Securities, Inc. Waheed has previously held positions at New York Life Insurance Company, Nylife Securities LLC, Sky Roofing LLC, Bancfirst, Townsquare Media, Leif Johnson Ford Dealership, Ride Share, United States Army Training, United States National Guard, Cameron University, and Citizens Securities, Inc. Waheed has passed the Series 66 regulatory exam and is registered to provide services in New Jersey, North Carolina, and Pennsylvania. Currently, Waheed is part of Citizens Securities, Inc, which operates out of Philadelphia, 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

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

2014 Cottman Ave Mailstop: 19B-0264
Philadelphia, PA 19149

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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

Waheed Gbadamosi Work History

2022 - Present (2 years)

Citizens Securities, Inc

2015 - Present (9 years)

United States National Guard

2022 - 2022 (< 1 year)

New York Life Insurance Company

2022 - 2022 (< 1 year)

Nylife Securities LLC

2020 - 2021 (1 year)

Sky Roofing LLC

2019 - 2021 (2 years)

Bancfirst

2018 - 2019 (1 year)

Townsquare Media

2017 - 2017 (< 1 year)

Leif Johnson Ford Dealship

2017 - 2017 (< 1 year)

Ride Share

2016 - 2016 (< 1 year)

United States Army Training

2011 - 2016 (5 years)

Cameron University

Disclosures

Please visit the SEC profile of Waheed Gbadamosi 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

David Reynolds
Uncasville, CT
Zachary Brinkley
Clinton Township, MI
Brandon Lorenz
Fort Washington, PA
Aaron Osei
Cranston, RI
Bailey Lucier
Syracuse, NY
Jeffrey Unger
Matawan, NJ
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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