David Carrara
Investment adviser representative at Citizens Securities, Inc.
15 yearsExperience
12 statesRegistered in
CFP® certificationDesignation
$12.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Citizens Securities, Inc.Nov 2021 to now
- EquitableMar 2021 to Nov 2021
- Equitable Advisors LLCMar 2021 to Nov 2021
- UnemployedDec 2020 to Feb 2021
- TIAAAug 2006 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCAug 2006 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 12 states (CT, DE, FL, MI, NC, NH, NJ, NY, OH, PA, RI, VT).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2524700
- Firm CRD
- 39550