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 out of Philadelphia, Pennsylvania who has 1 year of industry experience. Gbadamosi is currently employed by Citizens Securities, Inc. Their career trajectory has included roles at New York Life Insurance Company, Nylife Securities LLC, Sky Roofing LLC, Bancfirst, Townsquare Media, Leif Johnson Ford Dealship, Ride Share, United States Army Training, United States National Guard, Cameron University and Citizens Securities, Inc. Gbadamosi has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey and Pennsylvania. Citizens Securities, Inc is a business based out of Hingham, RI. It has offices in 1,059 locations and a total of 613 people on staff. It controls $7 billion in assets under management between its 47,802 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Citizens Securities, Inc offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management are based on which service is provided. However, fee types billed by Citizens Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$6,960,227,088

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

613

PA Average: 18
Total Number of Accounts

47,802

PA Average: 609
Average Account Size

$145,605

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

Waheed has been registered as a financial advisor for 1 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Donna Failla
Hudson, NH
Timothy Gordon
Schenectady, NY
Edward Kamradt
Fort Washington, PA
Joshua Bell
Monroeville, PA
Justin Binion
Monroeville, PA
Eliza Siradze
Johnston, RI
David Hudson
Westwood, MA
Andrew Booth
Fort Washington, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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